CH INVESTMENT PARTNERS, LLC other names

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Adviser Profile

As of Date:

03/29/2024

Adviser Type:

- Large advisory firm

Number of Employees:

39

of those in investment advisory functions:

24

Registration:

SEC, Approved, 9/16/2019

AUM:

5,096,846,148 16.84%

of that, discretionary:

4,153,129,604 17.02%

GAV:

2,360,487,359 14.12%

Avg Account Size:

4,447,510 18.17%

% High Net Worth:

75.86% -8.29%

SMA’s:

YES

Private Funds:

21 1

Contact Info

214 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
4B 3B 3B 2B 2B 1B 520M
2019 2020 2021 2022 2023

Recent News

Epoch Investment Partners, Inc. Buys NVIDIA Corp, Cummins Inc, Apple Inc, Sells Adobe Inc, Las ...
11/13/2021

Related Stocks: NVDA, AAPL, AMZN, KKR, INTC, LAZ, CMI, UTHR, VMW, STZ, BRK.B, SATS, WLTW, CMPR, STMP, HELE, SPOT, BLKB,

gurufocus.com

Epoch Investment Partners, Inc. Buys Raytheon Technologies Corp, Synopsys Inc, Splunk Inc, ...
08/17/2021

Related Stocks: RTX, NEE, EMR, MDT, SYNH, PYPL, SNPS, SPLK, VRTX, WFC, GILD, SLB, VFC, SWI, PFGC, BWXT, CLDR, PDCO,

gurufocus.com

UBS CH Investment Fund - Bonds CHF Ausland Medium Term Passive
04/05/2021

UBS (CH) Investment Fund Bonds CHF Ausland Medium Term Passive I is an open-end fund incorporated in Switzerland. The Fund's aims to track a benchmark that reflects the development of the Swiss ...

Bloomberg

Thurgauer Kantonalbank
04/01/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons

Edisun Power Europe AG
04/01/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons

RELIEF THERAPEUTICS Holding AG
03/31/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons


Private Funds Structure

Fund Type Count GAV
Private Equity Fund 7 $320,417,915
Other Private Fund 14 $2,040,069,444

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Private Funds



Employees




Brochure Summary

Overview

FIRM DESCRIPTION AND OVERVIEW CH Investment Partners, L.L.C., a private investment advisory firm established in 2019 (“CH Investment Partners”, “CHIP,” or “we,” “us,” or “our”), provides investment management, advisory, consulting, administrative and other services to affiliated pooled investment vehicles, separately managed accounts of advisory clients and other persons and entities. The advisory business of CH Investment Partners was previously operated as a division of Crow Holdings Capital Partners, L.L.C. (D/B/A as Crow Holdings Capital – Investment Partners) (“CHC-IP”). Effective as of November 1, 2019, we acquired all of the investment advisory business of CHC-IP in a spin-out transaction. Our investment advice is provided in accordance with the investment objectives, strategies, guidelines, restrictions and limitations contained in the applicable offering, governing and/or account documents, and the information in this brochure is qualified in its entirety by the information set forth in such documents. PRINCIPAL OWNERS We are ultimately controlled, indirectly through intermediate subsidiaries, by Michael Silverman and Kirk Rimer. Each of Messrs. Silverman and Rimer indirectly owns more than 25% of the equity interests in CH Investment Partners. See Schedules A and B of Part 1 of our Form ADV. TYPES OF ADVISORY SERVICES Funds We provide advisory, management,
consulting, administrative and other services to affiliated private pooled investment and other vehicles (the “Funds”) with respect to investments in securities, financial instruments, private investments and other assets, including co-investments and investments in other pooled investment vehicles (“Underlying Funds”), and separately managed accounts (“Underlying Accounts”) managed, sponsored and operated by third-party investment advisers, sub- advisers and managers (“Underlying Managers”). We are responsible for investing and re-investing the assets of each Fund and for the selection of Underlying Funds, Underlying Accounts and Underlying Managers in accordance with the investment objectives, policies, limitations and guidelines set forth in its offering and governing documents. From time to time, we establish “warehouse” or other special purpose vehicles to acquire certain investments or group of related investments, and all or a portion of such warehoused investments may be transferred or sold to one or more “syndicate” Funds, other vehicles or entities managed, sponsored or established by us or an affiliate and/or one or more other persons or entities. Certain Funds invest alongside, or otherwise are managed on a side-by-side basis with, one or more other Funds and other clients or accounts managed or advised by us. Information about each Fund is set forth in its offering and governing documents. See