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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Chi-Rho Financial LLC
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| CRD # | 138947 |
| SEC # | 801-74211 |
| CIK # | |
| AUM | $1.2 B (2025-03-31) |
| Employees | 11 (64% Investors, 9% Brokers) |
| Phone | 678-731-0032 |
| Address | 3500 Lenox Road Atlanta, GA 30326 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Chi-Rho Multi-Strategy Master Fund Ltd | [2022-03-30] | 80.3 | 523.8 |
| HF | Piedmont Partners Offshore LP | [2017-03-17] | 312.3 | 102.9 |
| HF | Dunwoody Partners LP | [2012-02-15] | 171.6 | 167.4 |
| HF | Piedmont Partners LP | [2012-02-15] | 1,091.8 | 337.2 |
| HF | Piedmont Partners Ltd | [2012-02-15] | 312.3 | 121.9 |
| HF | Stone Mountain Partners Ltd | [2012-02-15] | 44.7 | 26.1 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1 | 12.7 |
| (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 | 5 | 1,157.4 |
| (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 | 6 | 1,170.2 |
| By Discretionary | ||
| Discretionary | 6 | 1,170.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 1,170.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 652.8 | |
| United States Persons | 517.4 | |
| Total | 6 | 1,170.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Steve Smith | 27 | ||
| Joseph Hurley IV | 8 | ||
| Chi-Rho Financial LLC | 8 | ||
| Peter Hurley | 6 | ||
| Joseph Hurley | 4 | ||
| Mary Everett | 4 | ||
| Jason Buser | 4 |
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