Chalkstream Capital Group, L.P.

RIASEC Registered
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 limited partnership operating as an institutional registered investment adviser. The firm is SEC-registered (2012) and focuses on managing pooled investment vehicles rather than acting as a broad capital allocator. Its client base is institutional, and its business profile includes CPO/CTA activity and serving as sponsor, general partner, or managing member of pooled vehicles. Fees are charged as a percentage of assets under management and can include performance-based components. Chalkstream does not identify as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Peter Muller

    Peter Muller

    Founder and CEOCRD 2280519

  • Andrew Weinman

    Managing Principal, Chief Investment OfficerCRD 4851500

Contacts

2 of 2
  • Andrew Tsai

    Andrew Tsai

    Chairman & Co-FounderCRD 2411491

  • Adam Barth

    CRD 8352347

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth