3CHOPT INVESTMENT PARTNERS LLC

Overview

3chopt Investment Partners LLC is an independent, SEC-registered advisory firm that manages portfolios for individuals, families and select institutional clients. The firm runs a fee model tied to assets under management and positions itself as a capital allocator that blends pooled public funds with third‑party alternative managers. Their public equity approach leans on broad-market index vehicles as cores of client portfolios, while external private equity and hedge fund managers are used to add non-correlated return streams and extended-duration exposures. The adviser provides financial planning, discretionary portfolio management for individuals and small businesses, and selects outside advisers when a client mandate calls for specialist or private-market expertise. 3chopt does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices