CHAPTER ONE, MANAGEMENT COMPANY, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Los Angeles, California
CRD number
316964
Registered since
November 11, 2021

Firm profile

FINTRX

Overview

Chapter One, Management Company, LLC is a limited liability company that registers with the SEC (registration year 2021) and operates as a manager of pooled investment vehicles. The firm’s ownership is reported as individual and its regulatory classification is unclassified. Its primary operational role is acting as sponsor, general partner, and managing member for funds rather than serving as a traditional retail/advisory capital allocator. The firm is not identified as an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related 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

Contacts

1 of 1
  • Jeffrey Morris Jr.

    General PartnerCRD 7125753

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
11601 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth