Overview
Assets Under Management: $5.1 billion
Headquarters: DALLAS, TX
High-Net-Worth Clients: 88
Average Client Assets: $24.8 million
Frequently Asked Questions
CH INVESTMENT PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #301481), CH INVESTMENT PARTNERS, LLC is subject to fiduciary duty under federal law.
CH INVESTMENT PARTNERS, LLC is headquartered in DALLAS, TX.
CH INVESTMENT PARTNERS, LLC serves 88 high-net-worth clients according to their SEC filing dated July 16, 2024. View client details ↓
According to their SEC Form ADV, CH INVESTMENT PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
CH INVESTMENT PARTNERS, LLC manages $5.1 billion in client assets according to their SEC filing dated July 16, 2024.
According to their SEC Form ADV, CH INVESTMENT PARTNERS, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 88
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.81%
Average Client Assets: $24.8 million
Total Client Accounts: 1,146
Discretionary Accounts: 517
Non-Discretionary Accounts: 629
Regulatory Filings
CRD Number: 301481
Filing ID: 1887980
Last Filing Date: 2024-07-16 16:40:00