RIA Intel›Advisers›CHALKSTREAM CAPITAL GROUP, L.P.

CHALKSTREAM CAPITAL GROUP, L.P.

Advisory

N·

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$384M
1-Year AUM Growth
-7.9%
3-Year CAGR
-21.2%
Employees
1
Assets Under Management
Total AUM$384M
Discretionary AUM$384M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients2
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record23
First FilingFeb 10, 2012
Latest FilingMar 31, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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