CHI-RHO FINANCIAL, LLC

RIASEC RegisteredEst. 2012
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$271M
Accounts
5
Employees
13
Advisory reps
9

Firm details

Headquarters
Atlanta, Georgia
CRD number
138947
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Chi-Rho Financial, LLC is a privately owned hedge fund manager that has been SEC-registered since 2012. The firm focuses on managing pooled investment vehicles for institutional clients and acts in sponsor and general partner roles for those vehicles. Its business model centers on running hedge funds and selecting third-party advisers for strategies housed inside its pooled vehicles, with compensation coming from a combination of asset-based fees and performance fees. The firm does not position itself as an ESG investor and is identified as an institutional-oriented manager rather than a retail or family office advisor. Chi-Rho operates under an LLC structure and appears to place emphasis on governance and manager selection as core capabilities, given its role as managing member and sponsor of its funds.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • ELLI KAVROS

    Chief Compliance OfficerCRD 2875737

  • JASON BUSER

    Chief Financial OfficerCRD 4610717

  • JOSEPH HURLEY

    President and CIOCRD 726838

Contacts

3 of 6
  • John Rogers

    AnalystCRD 8050392

  • Hollis Huge

    Senior AnalystCRD 7328975

  • Hanna Vincent

    Investor Relations AnalystCRD 8178094

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
3500 Lenox Rd NE
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth