Chimborazo Investment Research

Overview

Chimborazo Investment Research is a small, owner-operated investment advisory firm that provides discretionary portfolio management primarily to individual and family clients, as well as small businesses and institutions. The firm charges a percentage-of-assets fee and runs accounts on a discretionary basis, focusing its portfolio construction around publicly available pooled vehicles, with mutual funds representing the largest single allocation on its books. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. Chimborazo Investment Research describes its advisory activity as portfolio management for individuals/small businesses and for businesses or institutions. It reports an owner type of "Individual" and is organized as a limited liability company. Chimborazo indicates the use of third-party external alternative asset managers on its filings; names and specific exposures are not listed, but those external manager relationships exist alongside a core reliance on mutual funds for client portfolios. Custody and trade execution are handled through major custodians, with Interactive Brokers LLC reported as the primary custodian for the bulk of assets.

Assets & Accounts

Investments & Alternatives

Location & Offices