Chapwood Capital Investment Management LLC

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Chapwood Capital Investment Management LLC
CRD #138524
SEC #801-65121
CIK #0001797334
AUM
Employees 5 (60% Investors, 60% Brokers)
Phone972-865-2225
Address4965 Preston Park Blvd
Plano, TX 75093
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
4503602701809002003201020172025
Sector Form 13F Holdings Value ($M)
BlackRock Floating Rate Income Trust 3.4
BlackRock Ltd Duration Income Trust 3.2
Pioneer Floating Rate Fund Inc 2.8
Eaton Vance Senior Floating Rate Trust 2.6
Eaton Vance Floating-Rate Income Trust 2.4
Microsoft Corp 1.6
FPL Group Inc 1.4
FS KKR Capital Corp 1.4
Home Depot Inc 1.0
Amazon Com Inc 0.9
View All
Holdings by Sector ($M)
1008060402002019201920202021
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 92 27.0
(b) Individuals (high net worth individuals) 55 250.8
(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 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 370 277.8
By Discretionary
Discretionary 0 0.0
Non-Discretionary 370 277.8
Total 370 277.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 277.8
Total 370 277.8
EDGAR Form CIK 2011 - 2026
13F-HR [0001797334]
Firm Profile (Form ADV)
ServesInstitutional, Retail
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