Chalkstream Capital Group, L.P.

RIASEC RegisteredEst. 2012
Total AUM
$384M
Discretionary
$384M
100% of AUM
Avg account
$192M
Accounts
2
Employees
1
Advisory reps
4

Firm details

Headquarters
,
CRD number
153734
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Chalkstream Capital Group, L.P. is structured as a limited partnership that operates primarily as a manager of pooled investment vehicles. The firm serves institutional clients and functions in roles consistent with a commodity pool operator or commodity trading advisor, with explicit advisory activity centered on portfolio management for pooled funds. Its business profile shows sponsor/GP activity, indicating Chalkstream both advises and can act as an organizing or managing entity for the vehicles it runs. Investment strategy and manager preferences center on alternative asset classes. The firm reports allocations into private equity, hedge funds and real estate, and it uses pooled structures as the primary wrapper for those strategies. Compensation is a mix of a percentage-of-assets-under-management fee and performance-based fees, aligning economic incentives to both asset scale and realized returns. Chalkstream does not identify as an active ESG investor and it is not registered as a multistate adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Peter Muller

    Peter Muller

    Founder and CEOCRD 2280519

  • Timothy Tyrell

    Chief Financial OfficerCRD 4972096

Contacts

2 of 2
  • Andrew Tsai

    Andrew Tsai

    Chairman & Co-FounderCRD 2411491

  • Andrew Weinman

    CRD 4851500

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth