Chimborazo Investment Research
Firm details
- Headquarters
- ,
- CRD number
- 327113
- Website
- www.chimboresearch.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI90.74%
- Individuals9.26%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Chimborazo Investment Research LLC is an independent, Virginia-registered investment adviser organized as an LLC and owned by an individual. The firm focuses on fee-based portfolio management for individuals, small businesses and other business or institutional clients. Its compensation model is a percentage of assets under management and it manages portfolios on a discretionary basis. Chimborazo does not identify as an active ESG investor, is not set up as a capital allocator, and does not report pension consulting or related-adviser activities.
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
Asset composition
- Public Funds/Mutual Funds64%
- Exchange Traded Equities20%
- Cash & Cash Equivalents15%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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