CHTP MANAGEMENT SERVICES INC.
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 163124
- Registered since
- April 2, 2012
Firm profile
FINTRXOverview
Chtp Management Services Inc. is a corporation that has been SEC-registered since 2012 and is owned by an individual. The firm is classified as unclassified in the available data and is not identified as a capital allocator. It does not characterize itself as an active ESG investor and is not listed as a multi-state adviser. Reported industry roles for the firm include acting as an investment adviser and sponsor, serving as a general partner, and operating as a managing member of pooled investment vehicles.
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
Owners & executives
1 of 1DAVID MACKEY
Chief Financial OfficerCRD 5394841
Contacts
3 of 4KEVIN MCCAFFERTY
MemberCRD 6048182
JOSHUA PHILLIPS
Founder and Managing PartnerCRD 6048168
DARSHANA ZAVERI
Founder and Managing PartnerCRD 6048197
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 129 South St
- Time zone
- ET (UTC-5)
- Office locations
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