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| Chapel Bridge Wealth Advisors LLC
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|---|---|
| CRD # | 313295 |
| SEC # | 801-125816 |
| CIK # | |
| AUM | 273.6 M (2026-03-25) |
| 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 | AUM |
|---|---|---|---|---|
| PE | Chapel Bridge Fund I LP | [2024-10-15] | 2.3 M | 6.9 M |
| Offered $20,000,000 · Filed 2024-08-21 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining $17,675,000 · Duration More than one year · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 2.2 |
| (b) Individuals (high net worth individuals) | 9 | 198.0 |
| (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 | 6.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 1.6 |
| (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 | 64.9 |
| Total | 233 | 273.6 |
| By Discretionary | ||
| Discretionary | 232 | 272.8 |
| Non-Discretionary | 1 | 0.8 |
| Total | 233 | 273.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 273.6 | |
| Total | 233 | 273.6 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Joseph Davies | Executive Officer | 2 | 2 | |
| Renee Davies | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
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