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Building 2CH INVESTMENT PARTNERS, LLC

Map pinDALLAS, TX
Phone214-661-8333
NotebookSEC #801-117353
Total AUM
$5.1B
Employees
39
Clients
116

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3953 MAPLE AVENUE
SUITE 250
DALLAS
TX 75219
United States
Operating Hours
8:30-5:30
Monday - Friday
Phone
214-661-8333
Other Offices
2

ReceiptFinancials

Total AUM
$5.1B
Accounts
1,146
Discretionary
$4.2B
Accounts
517
Non-Discretionary
$943.7M
Accounts
629

ContactClients

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Individual Clients
2
AUM
$3.2M
HNW Individual Clients
88
AUM
$2.2B
Pooled Vehicle Clients
22
AUM
$2.9B
Charitable Organization Clients
3
AUM
$55.6M
Corporation or Business Clients
1
AUM
$6.1K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
GENERAL BUSINESS CONSULTING FOR CERTAIN CLIENTS
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NCOKTX

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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