CH Capital Management

Overview

CH Capital Management is a small, independent registered investment adviser structured as a limited liability company and owned by an individual principal. The firm focuses on financial planning and portfolio management for individuals, families and small businesses, charging a mix of percentage-of-AUM fees and hourly fees. Investment activity is concentrated in publicly traded equities, with the manager using exchange-traded securities as the primary vehicle for implementing client allocations. The firm is not positioned as a capital allocator to external alternative fund managers, does not identify as an active ESG investor, and operates from a single-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices