CHAPTER ONE, PAGE ONE LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 321028
- Registered since
- June 1, 2022
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Jeffrey Morris Jr.
General PartnerCRD 7125753
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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