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| 3Chopt Investment Partners LLC
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|---|---|
| CRD # | 319125 |
| SEC # | 801-123462 |
| CIK # | 0001978521 |
| AUM | 889.4 M (2026-03-24) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 804-401-1840 |
| Address | 1801 Libbie Avenue Suite 106 Richmond, VA 23226 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 26.6 | ||
| Apple Inc | 17.9 | ||
| Alphabet Inc | 13.7 | ||
| Microsoft Corp | 10.0 | ||
| Broadcom Inc | 8.4 | ||
| Facebook Inc | 7.1 | ||
| McKesson Corp | 6.9 | ||
| Philip Morris International Inc | 6.6 | ||
| Vistra Energy Corp | 5.6 | ||
| Johnson & Johnson | 5.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 91 | 21.7 |
| (b) Individuals (high net worth individuals) | 144 | 864.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 3.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 645 | 889.4 |
| By Discretionary | ||
| Discretionary | 639 | 883.6 |
| Non-Discretionary | 6 | 5.8 |
| Total | 645 | 889.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 889.4 | |
| Total | 645 | 889.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001978521] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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