Chalk Creek Partners, LLC

Overview

Chalk Creek Partners, LLC is a small, owner-led advisory firm that manages portfolios for high-net-worth individuals, families and institutional clients. The firm operates on a percentage-of-AUM fee model and provides discretionary portfolio management across individual accounts and pooled investment vehicles. Chalk Creek also acts as sponsor and general partner of pooled vehicles and publishes periodicals or newsletters as part of its client communications and thought leadership. Investmently, the firm shows a clear tilt toward public equities as its primary allocation preference, supplemented by targeted use of alternatives and fixed-income instruments. Chalk Creek does not position itself as an active ESG investor and is organized as a single-state limited liability company under individual ownership, which aligns with a relatively compact, closely held operating model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices