Chalkstream Capital Group, L.P.
Firm details
- Headquarters
- ,
- CRD number
- 153734
- Registered since
- March 30, 2012
- Website
- www.chalkstreamcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Chalkstream Capital Group, L.P. is a SEC-registered institutional RIA that launched in 2012 and operates as a limited partnership. The firm’s client base is institutional and it charges a combination of percentage-of-AUM and performance-based fees. Chalkstream functions in roles beyond traditional advisory work: it is active as a commodity pool operator/commodity trading adviser (CPO/CTA) and provides portfolio management for pooled investment vehicles. The firm also appears as sponsor/GP/managing member for pooled vehicles rather than acting solely as a third-party allocator. Chalkstream does not identify as an active ESG investor and does not operate as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Peter Muller
Founder and CEOCRD 2280519
Andrew Weinman
Managing Principal, Chief Investment OfficerCRD 4851500
Timothy Tyrell
Chief Financial OfficerCRD 4972096
Contacts
1 of 1
Andrew Tsai
Chairman & Co-FounderCRD 2411491
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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