CHIMNEY ROCK EQUITY PARTNERS

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
AUSTIN, Texas
CRD number
327964
Registered since
February 15, 2024

Firm profile

FINTRX

Overview

Chimney Rock Equity Partners is organized as a limited liability company and is registered with the SEC in 2024. The firm functions primarily as a sponsor, general partner and managing member of pooled investment vehicles, indicating its business model centers on creating and operating closed-end funds rather than providing traditional retail advisory services. Its public filing profile positions the firm as an active manager of private capital through fund structures. Investment activity is concentrated on private equity vehicles. The firm’s role as sponsor and GP implies it sources deal flow, negotiates and executes acquisitions, and runs portfolio company oversight and value creation from within the fund structure. There is no indication the firm operates as a capital allocator to third-party managers or that it offers broad advisory products to individual retail clients.

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

2 of 2
  • WILLIAM BISHOP 11

    PartnerCRD 5236943

  • ROBERT AIKMAN

    PartnerCRD 7861800

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
13301 Galleria Cir
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth