Ch Global Capital Management, LLC
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Overview
Ch Global Capital Management, LLC operates as a financial advisor company located in New York, New York. Ch Global Capital Management, LLC controls $451.4 million in assets under management across 33 client accounts, making it one of the bigger firms in the country by assets under management (AUM). The firm has a small group, including 5 financial advisors. Ch Global Capital Management, LLC is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are exchangable fiscal assets like equities, options and bonds.
Ch Global Capital Management, LLC oversees the majority of the firm's client assets on a discretionary basis. Discretionary management is a structure in which an investment advisor makes transaction decisions without requiring the customer's permission. Ch Global Capital Management, LLC also manages 16 non-discretionary accounts with a total of $194.8 million in AUM. The advisory firm's typical account size is $13.7 million. The typical financial advisor at Ch Global Capital Management, LLC oversees around seven client accounts, making it one of the more personalized firms in the country.
The company's headquarters is located at 430 Park Avenue, New York, New York 10022.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Ch Global Capital Management, LLC by the Numbers
$451.4 million
5
33
$13.7 million
Products and Services
Ch Global Capital Management, LLC provides multiple services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Notably, the company did not provide any of its customers with financial planning services in the last fiscal year. Ch Global Capital Management, LLC does not sell products or offer services aside from investment advice to its investment advisory accounts.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advice are based on which services the firm provides the client. Fees billed by Ch Global Capital Management, LLC can be comprised of the following fee types: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
Ch Global Capital Management, LLC caters to high net worth investors, pooled investment vehicles and corporations. Out of its 33 accounts, Ch Global Capital Management, LLC's largest client by number of accounts is corporations, but it also manages money for seven high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). Around 94% of its customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 41.18%
- Other Individuals - 0%
- Corporations - 58.82%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Ch Global Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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