CHADLER INVESTMENT ADVISORY SOLUTIONS, LLC
Adviser information for CHADLER INVESTMENT ADVISORY SOLUTIONS, LLC last updated from Form ADV on March 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New Jersey, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 47 | $133.1M |
| Total | 47 | $133.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 47 | $133.1M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Pension consulting servicesEducational seminars/workshops |
|---|---|
| Compensation | % of AUMFixed fees |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-107502 |
|---|---|
| SEC ERA File Number | 801-107502 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 165763 |
| Legal Entity Identifier | None |
Principal Office
100 PASSAIC AVENUEFAIRFIELD
NJ
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 732-595-2200, Fax: 973-227-4026
Websites
Chief Compliance Officer
SCOTT RAPPOPORT
CHIEF INVESTMENT OFFICER
100 PASSAIC AVENUE
FAIRFIELD
NJ
United States
Tel:
732-595-2200
Fax:
973-227-4026
S*********@***********M
(Full email address available in API data)
Industry Affiliates
| ACRISURE ASSET & WEALTH MANAGEMENT, LLC | Other investment adviser, including financial planners |
| ACRISURE CAPITAL MANAGEMENT LLC | Other investment adviser, including financial planners |
| ACRISURE INVESTMENT ADVISORY SOLUTIONS, LLC | Other investment adviser, including financial planners |
| ACRISURE, LLC | Insurance company or agency |
| BURNHAM & FLOWER FINANCIAL, INC. | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| RAPPOPORT, SCOTT, BRIAN | Individual | – | CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | 08/2016 | < 5% |
| ACRISURE NJ PARTNER INSURANCE SERVICES, LLC | Domestic Entity | – | MEMBER | 02/2024 | > 75% |
| ACRISURE INTERMEDIATE INC. | Domestic Entity | ACRISURE, LLC | SHAREHOLDER | 02/2013 | > 75% |
| ACRISURE HOLDINGS INC. | Domestic Entity | ACRISURE INTERMEDIATE INC. | SHAREHOLDER | 02/2013 | > 75% |
| Foley, Ryan, Gerard | Individual | – | SECRETARY | 06/2021 | < 5% |
| ACRISURE PARTNER GROUP LLC | Domestic Entity | ACRISURE NJ PARTNER INSURANCE SERVICES, LLC | MEMBER | 12/2022 | > 75% |
| AP GROUP HOLDCO II, LLC | Domestic Entity | ACRISURE PARTNER GROUP LLC | MEMBER | 11/2022 | > 75% |
| AP GROUP HOLDCO I, LLC | Domestic Entity | AP GROUP HOLDCO II, LLC | MEMBER | 11/2022 | > 75% |
| ACRISURE, LLC | Domestic Entity | AP GROUP HOLDCO I, LLC | MEMBER | 11/2022 | > 75% |