RIA Intel›Advisers›Texas›CH INVESTMENT PARTNERS, LLC

CH INVESTMENT PARTNERS, LLC

Advisory

N·DALLAS, TX

Data as of Jul 16, 2024 · Source: SEC Form ADV

Total AUM

$5.1B

1-Year AUM Growth

+16.8%

3-Year CAGR

+10.0%

Employees

24

Assets Under Management

Total AUM$5.1B

Discretionary AUM$4.2B

Non-Discretionary AUM$944M

Discretionary %81.5%

Total Clients—

Team

Total Employees24

Investment Advisers39

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record18

First FilingAug 19, 2019

Latest FilingJul 16, 2024

🔒 Full AUM trend chart and 18 historical filings spanning 5+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CH INVESTMENT PARTNERS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.