CHALLEN ASSET MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2013
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
JACKSONVILLE, Florida
CRD number
168866
Registered since
August 23, 2013

Firm profile

FINTRX

Overview

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

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

1 of 1
  • IAN HARDINGTON

    Chief Operating OfficerCRD 1570409

Contacts

2 of 2
  • GILCHRIST BERG

    PrincipalCRD 852533

  • THAD MCNULTY

    Managing MemberCRD 1091631

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth