Overview
A. Firm Description. Chi-Rho Financial, LLC ("Chi-Rho" or "We") is a Georgia Limited Liability
Company formed in 2000. The principal owner is Mr. Joseph B. Hurley IV.
B. Advisory Business. We manage five private investment funds of funds: Dunwoody Partners, L.P.,
a Delaware limited partnership; Piedmont Partners, L.P., a Delaware limited partnership; Piedmont
Partners Offshore, L.P., a British Virgin Islands business company, Stone Mountain Partners, Ltd, a
British Virgin Islands business company, and Chi-Rho Multi-Strategy Master Fund, a Delaware limited
partnership (collectively, the "Funds"). We manage the Funds according to the investment objectives
and investment guidelines set forth in their confidential offering
memoranda (the "Offering
Documents"). In addition, we have entered into an engagement to manage a separate account
("Managed Account") offering the same underlying managers in our five private funds. This business is
conducted on a nondiscretionary basis.
C. Tailored Advice. Our clients are the Funds and the Managed Account. We manage the Funds
according to the investment objectives and investment guidelines set forth in the Offering Documents.
D. Wrap Fee Programs. We do not participate in any wrap fee programs.
E. Amount of Assets Managed. As of December 31, 2023, we managed $981,208,856 of assets in
our Funds on a discretionary basis, and $0 in the Managed Account on a non-discretionary basis.