The CHAPEL BRIDGE WEALTH ADVISORS is a privately held investment adviser that advises $208.72mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. CHAPEL BRIDGE WEALTH ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 133.99% over the last 4-years.
The Group has been registered with the SEC for 4.15 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 53 PALMERAS STREET SUITE 601, SAN JUAN, PUERTO RICO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 3 employees comprised of 3 investment and 0 non-investment staff. The total number of Employees increased by 50% over the last 5-years.
Their $208.72mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 3 other accounts. Assets of High Net Worth Individuals clients own $198.04mn or 94.88% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $6.88mn or 3.3% of Total Assets.
The Group's top investment strategies include Traditional LBO, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
CHAPEL BRIDGE WEALTH ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.