3chopt Investment Partners LLC
Firm details
- Headquarters
- Richmond, Virginia
- CRD number
- 319125
- Registered since
- March 18, 2022
- Website
- 3choptinvest.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.17%
- Individuals2.44%
- Charitable Organizations0.39%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
3chopt Investment Partners LLC is an independent, SEC-registered registered investment adviser organized as a limited liability company. The firm registered with the SEC in 2022 and is owned by an individual. It positions itself as a capital allocator serving both individual and family clients as well as institutional accounts, charging fees based on a percentage of assets under management. Advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds44%
- Exchange Traded Equities37%
- State & Local Bonds8%
- Private Funds5%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Pieter Van Saun
Chief Operating OfficerCRD 3182377
Contacts
3 of 5Mark Levin
CRD 2622699
Peter Fryer
Director, Wealth ManagementCRD 6280439
Stuart Dillard
Founder & Managing DirectorCRD 4217314
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 74Active vs passive
$158M in ETFs
93%
$146M
4%
$11.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $64.7M | 94,181 | 40.94% |
Location
Richmond, VA
Henrico
Location
Richmond, VA
Headquartered in Richmond, VA, in the South of the United States.
- Region
- South
- County
- Henrico
- Address
- 1801 Libbie Ave
- Time zone
- ET (UTC-5)
- Office locations
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