CHALLEN ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- JACKSONVILLE, Florida
- CRD number
- 168866
- Registered since
- August 23, 2013
Firm profile
FINTRXOverview
Challen Asset Management, LLC is a limited liability company that has been SEC-registered since 2013. The firm is individually owned and is not classified under a more specific adviser category in the source data. It does not identify as a capital allocator, is not a multi-state adviser, and is not marked as an active ESG investor or pension consultant. The firm’s activity profile shows it operates on the sponsor/manager side of pooled vehicles: it functions as an investment adviser and sponsor, and serves as general partner and managing member of pooled investment vehicles. That positioning indicates the business is centered on operating and managing collective investment structures rather than providing standalone discretionary retail advisory relationships.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1IAN HARDINGTON
Chief Operating OfficerCRD 1570409
Contacts
2 of 2GILCHRIST BERG
PrincipalCRD 852533
THAD MCNULTY
Managing MemberCRD 1091631
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
JACKSONVILLE, FL
DUVAL
Location
JACKSONVILLE, FL
Headquartered in JACKSONVILLE, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.
- Metro area
- Jacksonville-St. Marys-Palatka, FL-GA
- Region
- South
- County
- DUVAL
- Address
- 2024 Herschel St
- Time zone
- ET (UTC-5)
- Office locations
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