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CH INVESTMENT PARTNERS, LLC

DALLAS, TX · CRD 301481 · IAPD ↗ · 214-661-8333

$5.10BRegulatory AUM
24Advisory reps
39Employees
0Clients
51-100Planning clients
21Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
December 2024 — CH INVESTMENT PARTNERS, LLC (DALLAS, TX) left the SEC roster (was $5.10B RAUM, 24 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
47
April 2024 — CH INVESTMENT PARTNERS, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — CH INVESTMENT PARTNERS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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