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Building 2CHEROKEE INVESTMENT PARTNERS, LLC

Map pinRALEIGH, NC
Phone919-743-2500
NotebookSEC #801-74482
Total AUM
$139M
Employees
8
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
310 S. WEST STREET
SUITE 200
RALEIGH
NC 27603
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
919-743-2500

ReceiptFinancials

Total AUM
$139M
Accounts
1
Discretionary
$139M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
3
AUM
$139M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
NC

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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