Chalkstream Capital Group, L.P.

RIASEC RegisteredEst. 2012
Total AUM
$384M
Discretionary
$384M
100% of AUM
Avg account
$192M
Accounts
2
Employees
1
Advisory reps
4

Firm details

Headquarters
,
CRD number
153734
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Chalkstream Capital Group, L.P. is a SEC-registered institutional RIA that launched in 2012 and operates as a limited partnership. The firm’s client base is institutional and it charges a combination of percentage-of-AUM and performance-based fees. Chalkstream functions in roles beyond traditional advisory work: it is active as a commodity pool operator/commodity trading adviser (CPO/CTA) and provides portfolio management for pooled investment vehicles. The firm also appears as sponsor/GP/managing member for pooled vehicles rather than acting solely as a third-party allocator. Chalkstream does not identify as an active ESG investor and does not operate as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Peter Muller

    Peter Muller

    Founder and CEOCRD 2280519

  • Andrew Weinman

    Managing Principal, Chief Investment OfficerCRD 4851500

  • Timothy Tyrell

    Chief Financial OfficerCRD 4972096

Contacts

1 of 1
  • Andrew Tsai

    Andrew Tsai

    Chairman & Co-FounderCRD 2411491

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth