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 small SEC-registered LLC that provides discretionary portfolio management to institutional clients and other entities. The firm registered with the SEC in 2020, is owned by an individual, and charges fees as a percentage of assets under management. Its advisory scope includes portfolio management for individuals/small businesses, investment companies, and businesses or institutions. The firm does not identify as an active ESG investor, does not act as a capital allocator, and is not registered as a multi-state adviser.
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
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