Chapwood Capital Investment Management LLC

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Assets, Funds, Holdings

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Chapwood Capital Investment Management LLC
CRD #138524
SEC #801-65121
CIK #0001797334
AUM $253.7 MM (2023-03-22)
Employees 4 (75% Investors, 50% Brokers)
Phone972-865-2225
Address4965 Preston Park Blvd
Plano, TX 75093
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
4503602701809002004201020172024
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 83 26.1
(b) Individuals (high net worth individuals) 47 227.6
(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 0 0.0
(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 0 0.0
Total 368 253.7
By Discretionary
Discretionary 0 0.0
Non-Discretionary 368 253.7
Total 368 253.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 253.7
Total 368 253.7
EDGAR Form CIK 2011 - 2024
13F-HR [0001797334]
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