← Tributary

CHALKSTREAM CAPITAL GROUP, L.P.

· CRD 153734 · IAPD ↗ · 212-707-6100

$384.0MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
2Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2026 — CHALKSTREAM CAPITAL GROUP, L.P. notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
33
April 2024 — CHALKSTREAM CAPITAL GROUP, L.P. reported RAUM down 26% ($478.7M -> $355.2M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.