Chi Rho Financial, LLC is a large advisory firm based in Peachtree Corners. It manages $591.48 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Georgia.
Chi Rho Financial provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Chi Rho Financial, LLC is $591.48 million. The firm's AUM has grown by 56% since the beginning of its operation, and $113.5 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Chi Rho Financial, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to high net worth individuals and pooled investment vehicles. The largest group of clients of Chi Rho Financial is pooled investment vehicles with 4 clients and $555.01 million of assets under management. Among the 8 most similar advisory firms, Chi Rho Financial has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $591.48 million for 5 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 40% of the firm’s clients are foreign persons or businesses.
Chi Rho Financial also advises several private funds. Namely, four hedge funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $250,000.
The company employs 7 people that are either part- or full-time employees. 71 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
The principal office where Chi Rho Financial, LLC performs its advisory services is located at 3295 River Exchange Drive, Peachtree Corners, GA 30092, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 678-731-0032 or by fax 678-731-0039. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at chirhollc.com.