CHATHAM CAPITAL

RIASEC RegisteredEst. 2012
Total AUM
$289M
Discretionary
$289M
100% of AUM
Avg account
$48.1M
Accounts
6
Employees
8
Advisory reps
6

Firm details

Headquarters
Atlanta, Georgia
CRD number
160961
Registered since
March 23, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Chatham Capital operates as a hedge fund structured as a limited liability company and has been SEC-registered since 2012. The firm’s clients are institutional, and its principal advisory activity is portfolio management for pooled investment vehicles; it also functions as an investment sponsor and serves as general partner/managing member for pooled vehicles it manages. Compensation follows a traditional manager model with both an asset-based management fee and performance-based fees. Chatham Capital does not identify as an active ESG investor and is not organized as a multi-state or newly formed adviser. It is not positioned primarily as an outside capital allocator, instead running and sponsoring its own pooled funds while making selective allocations to external alternative managers.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

1 of 1
  • Joel Ward

    Chief Financial OfficerCRD 6776294

Contacts

3 of 5
  • LIN WANG

    Managing PartnerCRD 6060372

  • BRIAN REYNOLDS

    Founder & Managing PartnerCRD 4171747

  • NICHOLAS ANACREONTE

    MemberCRD 6060369

Unlock 2 more contacts

Wealth teams

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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

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
1372 Peachtree St NE
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth