Chamonix Partners Capital Management LLC

RIASEC RegisteredEst. 2022
Total AUM
$149M
Discretionary
$0
0% of AUM
Avg account
$149M
Accounts
1
Employees
3
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
318867
Registered since
November 17, 2022
Fee structure
Percentage of AUM
Client types
  • Banking / Thrift Institutions100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Chamonix Partners Capital Management LLC is an institutional registered investment adviser organized as an LLC and registered with the SEC in 2022. The firm serves institutional clients and provides portfolio management for pooled investment vehicles as well as for businesses and other institutions. It charges fees based on a percentage of assets under management and is not positioned as a capital allocator. Chamonix does not identify as an active ESG investor and is not registered as a multi-state adviser. Its ownership structure includes both a domestic entity and individual owner(s). The firm’s regulatory and business footprint extends beyond traditional RIA activity: filings indicate affiliations or registrational relationships across broker-dealer, swap-dealer, commodity pool/operator or CTA, futures commission merchant, banking or thrift, trust company, insurance company, real estate broker, and sponsor/GP roles for pooled investment vehicles. That mix suggests Chamonix can operate both as a manager of pooled products and as an operating sponsor or general partner in sponsored vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

Asset composition

Asset composition: Other 100%100%
  • Other100%

Contacts

3 of 3
  • Eric Smith

    Financial Advisor and Registered RepresentativeCRD 5588560

  • Aureo Sales

    Co-Founder & Portfolio ManagerCRD 2723907

  • Michael Sierko

    Michael Sierko

    Managing DirectorCRD 6263306

Wealth teams

FINTRX

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

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
1251 Avenue Of The Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth