EHRENBERG CHESLER INVESTMENT ADVISORS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
0
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN ANTONIO, Texas
CRD number
168591
Registered since
July 8, 2024

Firm profile

FINTRX

Overview

Ehrenberg Chesler Investment Advisors LLC is an SEC-registered investment adviser organized as an LLC, with registration listed in 2024. The firm is classified as an unclassified adviser and operates primarily as an Other Financial Product Salesperson while also acting as a sponsor, general partner and managing member of pooled investment vehicles. It is not flagged as an active ESG investor, is not a multi-state adviser, and is not identified as a capital allocator. The firm’s activity centers on running and managing pooled private funds and distributing other financial products rather than traditional discretionary advisory relationships with a broad retail client base. The structure and disclosed activities suggest a business built around pooled vehicles and fund sponsorship, with an emphasis on placing and managing alternative investments through funds they advise or sponsor.

Assets & Accounts

Investments & Alternatives

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

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN ANTONIO, TX

BEXAR

Location

SAN ANTONIO, TX

Headquartered in SAN ANTONIO, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.

Metro area
San Antonio-New Braunfels-Pearsall, TX
Region
South
County
BEXAR
Address
7373 Broadway
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth