9AT: CHATHAM INVESTMENT ADVISORS, LLC

Adviser Profile

As of Date	03/19/2026
Registration status	Terminated
ADV Location	KENNETT SQUARE, PA, United States
Contact Info	610 xxxxxxx
Websites

AUM^*	383,537,000 -45%
of that, discretionary	0
Number of Employees	2 -33%
of those in investment advisory functions	1
Private Fund GAV^*	0
Avg Account Size	191,768,500 -18%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Banking or thrift institutions

Advisory Activities

- Portfolio management for businesses
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser KERSHNER STRATEGIC OPPORTUNITY ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM168.1m	#Funds-
Adviser WALSH FINANCIAL CONSULTING	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM211.0m	#Funds-
Adviser 36 NORTH CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.7b	#Funds-
Adviser ALBRITTON CAPITAL MANAGEMENT CO	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.5b	#Funds-
Adviser ONE STONE GLOBAL LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser CAPRI CAPITAL PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM300.0m	#Funds-
Adviser TIAA-CREF TUITION FINANCING, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM70.5b	#Funds-
Adviser SST BENEFITS CONSULTING	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM524.1m	#Funds-
Adviser HH CAPITAL MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM851.4m	#Funds-
Adviser ALLEGIANT REAL ESTATE CAPITAL, LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM326.0m	#Funds-

Brochure Summary

Overview

A. Description of the Advisory Firm Chatham Investment Advisors, LLC (“Chatham Investment Advisors”), a Delaware limited liability company, was formed in July 2011. Chatham Investment Advisors is part of the Chatham Financial group of affiliated companies and is a wholly owned subsidiary of Chatham Financial Corp. B. Types of Advisory Services Chatham Investment Advisors assists banks and financial institutions in analyzing the value and performance of the Treasuries, agencies, municipal bonds and corporate bonds (collectively, "fixed income securities") held on a financial institution’s balance sheet. Chatham Investment Advisors makes recommendations to financial institutions as to what specific issuances of fixed income securities the financial institution might purchase to replace maturing fixed income securities or to increase the performance of the fixed income securities already

on the financial institution’s balance sheet, while still staying within regulatory capital adequacy rules to which the financial institution is subject. C. Client Tailored Services and Client Imposed Restrictions Advisory services are tailored to achieve the clients’ investment objectives and strategy as indicated by each individual client’s investment policy and risk position. Chatham Investment Advisors will manage each portfolio based on the unique characteristics of the financial institution client. The types of investments will be limited to those investments permissible by regulation D. Wrap Fee Programs Chatham Investment Advisors does not participate in wrap fee programs. E. Amounts Under Management Chatham Investment Advisors manages the assets of the Clients and has the following assets under management: Discretionary Amounts: Non-Discretionary Amounts: Date Calculated: $0 $697,882,000 December 31, 2023

CHATHAM INVESTMENT ADVISORS, LLC

CHATHAM INVESTMENT ADVISORS, LLC

CHATHAM INVESTMENT ADVISERS, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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CHATHAM INVESTMENT ADVISORS, LLC CHATHAM INVESTMENT ADVISORS, LLC CHATHAM INVESTMENT ADVISERS, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

CHATHAM INVESTMENT ADVISORS, LLC

CHATHAM INVESTMENT ADVISORS, LLC

CHATHAM INVESTMENT ADVISERS, LLC