Channel Investment Partners
Firm details
- Headquarters
- ,
- CRD number
- 308031
- Registered since
- April 21, 2020
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Channel Investment Partners is a limited liability company that operates as an SEC-registered institutional registered investment adviser (registered in 2020). The firm identifies an institutional client base and bills on a percentage-of-AUM fee schedule. Its advisory services cover portfolio management for a range of client types — individuals and small businesses, investment companies, and institutional/business clients — though the firm’s public profile emphasizes institutional relationships. Channel Investment Partners reports that it does not act as a capital allocator and is not an active ESG investor.
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
Contacts
2 of 2
Peter Beebe
PresidentCRD 2666023
Michael Duch
Managing PartnerCRD 3167913
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
C.T. Kares Advisory Group, Inc.
RIAGreenwood Wealth Management, LLC
RIASan Francisco, CA
Pennsylvania Advisory Services, Inc.
RIAEthos Financial Planning
RIAGriffon Investment Advisors Incorporated
RIATroy, MI