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| Happy Holidays!! thanks for using AUM13F!! |
| Chapel Bridge Wealth Advisors LLC
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|---|---|
| CRD # | 313295 |
| SEC # | 801-125816 |
| CIK # | |
| AUM | $182.1 M (2025-03-18) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 614-552-8200 |
| Address | 53 Palmeras Street San Juan, PR 00901 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Chapel Bridge Fund I LP | [2024-10-15] | 2.3 | 2.2 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 1.2 |
| (b) Individuals (high net worth individuals) | 9 | 88.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 2.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 2.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 4 | 87.9 |
| Total | 193 | 182.1 |
| By Discretionary | ||
| Discretionary | 192 | 180.8 |
| Non-Discretionary | 1 | 1.3 |
| Total | 193 | 182.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 182.1 | |
| Total | 193 | 182.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Joseph Davies | 2 | ||
| Renee Davies | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Reicon Wealth Advisors LLC
✚
|
GA | 0.2 |
|
Refined Wealth Management
✚
|
UT | 0.2 |
|
Accelerated Wealth Advisors LLC
✚
|
CO | 0.2 |
|
Alliance Investment Management LLC
✚
|
MI | 0.2 |
|
Athos Private Wealth LLC
✚
|
UT | 0.2 |
|
Capital IP Investment Partners LP
✚
|
0.2 | |
|
Argus Investors' Counsel Inc
✚
|
NY | 0.2 |
|
Alan B Lancz & Associates Inc
✚
|
OH | 0.2 |
|
William B Walkup & Associates Inc
✚
|
SC | 0.2 |
|
Clearpath Capital Partners LLC
✚
|
0.2 |