Chambers Capital, LLC

RIASEC Registered
Total AUM
$4.2M
Discretionary
$4.2M
100% of AUM
Avg account
$1M
Accounts
4
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
282225
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Chambers Capital, LLC is a small, individually owned limited liability company that provides fee-based portfolio management primarily to individuals and families. The firm bills clients as a percentage of assets under management and lists advisory activity that includes portfolio management for individuals and small businesses as well as for businesses or institutions. Regulatory details are limited in the available data; the firm is not identified as a multi-state adviser, does not position itself as a capital allocator, and is not flagged as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, Cash & Cash Equivalents 15%, Public Funds/Mutual Funds 10%75%
  • Exchange Traded Equities75%
  • Cash & Cash Equivalents15%
  • Public Funds/Mutual Funds10%

Contacts

1 of 1
  • John Dibello

    John Dibello

    Principal & Portfolio ManagerCRD 4824245

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth