Chaps Lifestyle LLC

Overview

Chaps Lifestyle LLC operates as a very small, privately owned advisory firm that provides portfolio management for individuals, small businesses and institutional/business clients. The firm charges clients on a percentage-of-assets basis and also uses hourly fees for certain services. Its filings identify an equity-first preference: the advisory program is built around exchange-traded equities as the primary source of market exposure, supplemented by mutual funds and fixed-income instruments as needed. The firm also identifies itself as an active ESG investor and lists activity in alternatives — notably commodities, digital currency and oil & gas — which it uses opportunistically rather than as a dominant allocation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices