CHAMONIX PARTNERS CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 318867
- Registered since
- November 17, 2022
- Website
- www.chamonixpartners.com
- Fee structure
- Percentage of AUM
- Client types
- Banking / Thrift Institutions100%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Chamonix Partners Capital Management LLC is an SEC-registered investment adviser organized as an LLC that concentrates on institutional portfolio management. Its stated advisory activities focus on managing pooled investment vehicles and providing portfolio management for businesses and institutions. The firm operates on a percentage-of-AUM fee model and is not positioned as an ESG-focused allocator. Investment activity centers on third-party alternative managers and private-market strategies. Chamonix functions in both advisory and sponsor roles: its affiliations include acting as sponsor, general partner or managing member of pooled vehicles, alongside relationships with broker-dealers, banks, trust companies and insurance firms. That mix of activities suggests the firm sources private-market exposure through external fund managers while also having the capacity to participate in or run sponsored pooled vehicles for institutional clients. Chamonix reports managing assets on a non-discretionary basis, which indicates it provides investment advice and allocates capital per client-directed mandates rather than exercising full discretionary trading authority over client portfolios.
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
Asset composition
- Other100%
Contacts
3 of 3ERIC SMITH
Financial Advisor and Registered RepresentativeCRD 5588560
AUREO SALES
Co-Founder & Portfolio ManagerCRD 2723907
MICHAEL SIERKO
Managing DirectorCRD 6263306
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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