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 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

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

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

    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