CHERTOFF CAPITAL, LLC

Broker-DealerFINRA MemberEst. 2008
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Washington, District of Columbia
CRD number
145134
Registered since
February 29, 2008

Firm profile

FINTRX

Overview

Chertoff Capital, LLC is organized as a limited liability company and has been SEC-registered since 2008. The firm's ownership is listed as a mix of a domestic entity and an individual. FINTRX classifies Chertoff Capital as "Unclassified" and flags that it is not a capital allocator. The dataset indicates the firm does not identify as an active ESG investor, is not a multi-state adviser, and is not designated as a pension consultant or a related adviser. Available fields for business activities, advisory specialties, fee structure, and client types were not populated in the source data, so the firm's target client segments and service model cannot be inferred from this record.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • CHAD SWEET

    Co-Founder and CEOCRD 2937087

Contacts

3 of 3
  • VERONICA GILBERT

    Director of FinanceCRD 6012152

  • PAUL EBERT

    FinOpCRD 1121231

  • KANAD VIRK

    Principal and Head of Private EquityCRD 3155707

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Washington, DC

DISTRICT OF COLUMBIA

Location

Washington, DC

Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
DISTRICT OF COLUMBIA
Address
1399 New York Ave NW
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth