CH Global Capital Management, LLC

RIASEC RegisteredEst. 2017

Total AUM

$529M

Discretionary

$326M

62% of AUM

Avg account

$11M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 283431
Registered since: October 27, 2017
Website: chglobalcapital.com
Custodians: GOLDMAN SACHS & CO. LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Corporations / Businesses84.14%
HNWI9.14%
Pooled Investment Vehicles6.71%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

CH Global Capital Management, LLC is organized as an LLC and operates as both an independent registered investment adviser and a private equity sponsor. The firm is SEC-registered (since 2017) and positions itself as a capital allocator, serving individual and family clients as well as institutional investors. Its advisory services span discretionary and non‑discretionary portfolio management for individuals, small businesses, pooled vehicles and institutions, plus selection of outside advisers. Compensation includes AUM-based fees, fixed fees and performance‑based fees. The firm is not an active ESG investor and does not report a multi‑state adviser designation.