Adviser Profile

As of Date 03/20/2024
Registration status Registration Changed to CHAINSTREET CAPITAL LLC
Contact Info 571 xxxxxxx
Websites
AUM* 35,924,000
of that, discretionary 35,924,000
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 1,197,467
% High Net Worth 25.00%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

Employees