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Chapwood Capital Investment Management LLC
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CRD # | 138524 |
SEC # | 801-65121 |
CIK # | 0001797334 |
AUM | $253.7 MM (2023-03-22) |
Employees | 4 (75% Investors, 50% Brokers) |
Phone | 972-865-2225 |
Address | 4965 Preston Park Blvd Plano, TX 75093 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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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 |
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13F-HR | [0001797334] |
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