CHAPTER ONE, PAGE ONE LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Los Angeles, California
CRD number
321028
Registered since
June 1, 2022

Firm profile

FINTRX

Overview

Chapter One, Page One LLC is an SEC-registered limited liability company that appears to operate as an investment adviser and as a sponsor/GP of pooled investment vehicles. The firm was registered in 2022 and is owned by an individual. Its regulatory classification is listed as unclassified, and it is not identified as a capital allocator, pension consultant, multi-state adviser, or related adviser. Chapter One, Page One LLC is not marked as an active ESG investor. The firm's activity profile — acting as an adviser while also serving as sponsor, general partner, and managing member of pooled vehicles — indicates a focus on running private investment structures rather than acting solely as a retail RIA. That dual role typically means the organization crafts fund-level strategy, selects underlying managers or co-investments, and handles fund governance and administration responsibilities alongside any advisory engagement.

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth