Hedge Fund Database

CH INVESTMENT PARTNERS, LLC

Adviser information for CH INVESTMENT PARTNERS, LLC last updated from Form ADV on March 29th, 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 Delaware, United States

Employees

Total Number of Employees 39
Investment Advisory/Research 24
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 15
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 517 $4.2B
Non-Discretionary 629 $943.7M
Total 1,146 $5.1B

Clients

Type Number RAUM
Individuals 2 $3.2M
HNW Individuals 88 $2.2B
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 22 $2.9B
Pension and profit sharing plans 0 $0
Charitable organizations 3 $55.6M
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 1 $6,140
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 51-100

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)GENERAL BUSINESS CONSULTING FOR CERTAIN CLIENTS
Compensation % of AUMFixed feesPerformance-based fees
Other Business Activities Commodity pool operator or commodity trading advisor

Identifiers

SEC RIA File Number 801-117353
SEC ERA File Number 801-117353
SEC CIK Numbers None
SEC CRD Numbers 301481
Legal Entity Identifier None

Principal Office

3953 MAPLE AVENUE
SUITE 250
DALLAS
TX
United States
Monday - Friday, 8:30-5:30
Tel: 214-661-8333, Fax: None

Websites

www.linkedin.com/company/ch-investment-partners/about/ www.chinvestments.com

Chief Compliance Officer

MERENE MAKIL
CONTROLLER
3953 MAPLE AVENUE
SUITE 250
DALLAS
TX
United States
Tel: 214-661-8167
(Full email address available in API data)

Regulatory Contact

DIANE TOBIN
CHIEF OPERATING OFFICER
3953 MAPLE AVENUE
SUITE 250
DALLAS
TX
United States
Tel: 214-661-8173
(Full email address available in API data)

Industry Affiliates

OAK LAWN DIRECT INVESTMENT FUND GP, L.L.C. Sponsor, GP, manager of pooled investment vehicles
OAK LAWN DIRECT INVESTORS GP, L.L.C. Sponsor, GP, manager of pooled investment vehicles
OAK LAWN ELEMENTS FUND GP, L.L.C. Sponsor, GP, manager of pooled investment vehicles
OAK LAWN GLOBAL SECURITIES GP, L.L.C. Sponsor, GP, manager of pooled investment vehicles
OAK LAWN PRIVATE EQUITY 2011 GP, L.L.C. Sponsor, GP, manager of pooled investment vehicles
OAK LAWN PRIVATE EQUITY GP, L.L.C. Sponsor, GP, manager of pooled investment vehicles
OAK LAWN VALUE MANAGERS, INC. Sponsor, GP, manager of pooled investment vehicles
OAK LAWN VALUE MANAGERS, L.L.C. Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
CH-IP DIRECT INVESTMENT FUND II, LP CO-INVESTMENT $106.2M $0.0M 109
CH-IP DIRECT INVESTMENT FUND III, L.P. CO-INVESTMENT $0.0M $0.0M 81
CH-IP OWL ROCK TECH II L.L.C. CO-INVESTMENT $128.0M $0.0M 107
CH-IP PRIVATE EQUITY 2021, LP Private Equity Fund $39.1M $0.0M 67
CH-IP PRIVATE EQUITY 2023, L.P. Private Equity Fund $5.6M $0.0M 39
CH-IP PX3 (ALAMO), L.L.C. CO-INVESTMENT $62.6M $0.0M 83
CHC DIRECT INVESTMENT FUND I, L.P. CO-INVESTMENT $95.2M $0.0M 38
CHC DIRECT SYNDICATE FUND, L.P. CO-INVESTMENT $61.0M $0.0M 55
CHC ELEMENTS FUND, L.P. REINSURANCE FUND $0.3M $0.0M 22
CHC PRIVATE EQUITY 2015, L.P. Private Equity Fund $54.2M $0.0M 23
CHC PRIVATE EQUITY 2017, L.P. Private Equity Fund $107.6M $0.0M 34
CHC PRIVATE EQUITY 2019, L.P. Private Equity Fund $64.6M $0.0M 36
CHCP DIRECT INVESTORS, L.P. CO-INVESTMENT $208.7M $0.0M 157
CHCP GLOBAL SECURITIES, L.P. EQUITY $959.5M $0.0M 47
CHCP PRIVATE EQUITY 2011, L.P. Private Equity Fund $12.2M $0.0M 9
CHCP PRIVATE EQUITY 2013, L.P. Private Equity Fund $37.2M $0.0M 17
CHCP VALUE FUND, L.P. LIQUID ALTERNATIVE $291.3M $0.0M 45
ORCC III INVESTORS, L.L.C. CO-INVESTMENT $59.0M $0.0M 67
ORCC III WAREHOUSE L.L.C. CO-INVESTMENT $52.0M $0.0M 45
ORCDH INVESTORS, L.L.C. CO-INVESTMENT $4.4M $0.0M 67
ORCDH WAREHOUSE L.L.C. CO-INVESTMENT $11.9M $0.0M 46

Control Persons

Name Type Entity Title Since Ownership
RIMER, KIRK, LYNN Individual – CO-PRESIDENT 03/2019 < 5%
SEDWICK, KEVIN, TROY Individual – VICE PRESIDENT 03/2019 < 5%
OAK LAWN CAPITAL MANAGEMENT, L.P. Domestic Entity – MANAGING MEMBER 03/2019 > 75%
MAPLE AVENUE CAPITAL INVESTORS, L.P. Domestic Entity – MEMBER 03/2019 10-25%
TOBIN, DIANE, LYNN Individual – CHIEF OPERATING OFFICER 03/2019 < 5%
BETHEA, TYLER, SHANE Individual – VICE PRESIDENT 03/2019 < 5%
MALHOTRA, ASHISH Individual – VICE PRESIDENT 03/2019 < 5%
OAK LAWN CAPITAL ADVISORS, INC. Domestic Entity MAPLE AVENUE CAPITAL INVESTORS, L.P. GENERAL PARTNER 11/2010
CROW HOLDINGS, L.P. Domestic Entity MAPLE AVENUE CAPITAL INVESTORS, L.P. LIMITED PARTNER 11/2010 > 75%
TRAMMELL S. CROW FAMILY BRANCH PARTNERSHIP, L.P. Domestic Entity CROW HOLDINGS, L.P. LIMITED PARTNER 12/2007 25-50%
HARLAN R. CROW FAMILY BRANCH PARTNERSHIP, L.P. Domestic Entity CROW HOLDINGS, L.P. LIMITED PARTNER 12/2007 25-50%
I35ADVISORS, INC. Domestic Entity OAK LAWN CAPITAL MANAGEMENT, L.P. GENERAL PARTNER 08/2019
RIMER, KIRK, LYNN Individual I35ADVISORS, INC. SHAREHOLDER 04/2019 50-75%
SILVERMAN, MICHAEL, RICHARD Individual – CO-PRESIDENT 03/2019 < 5%
SILVERMAN, MICHAEL, RICHARD Individual I35ADVISORS, INC. SHAREHOLDER 04/2019 50-75%
SILVERMAN, MICHAEL, RICHARD Individual OAK LAWN CAPITAL MANAGEMENT, L.P. LIMITED PARTNER 08/2019 25-50%
RIMER, KIRK, LYNN Individual OAK LAWN CAPITAL MANAGEMENT, L.P. LIMITED PARTNER 08/2019 25-50%
CAVE, JONAH, MONTGOMERY Individual – VICE PRESIDENT 05/2022 < 5%
BATES, BENJAMIN, LOUIS Individual – VICE PRESIDENT 05/2022 < 5%
MAKIL, MERENE, JOSEPH Individual – CHIEF COMPLIANCE OFFICER 04/2023 < 5%

No. Employees, Historic

40200201920202021202220232024202529 on 8/19/201929 on 10/28/201930 on 11/15/201930 on 11/18/201930 on 3/30/202030 on 6/29/202030 on 2/23/202135 on 3/26/202135 on 4/7/202135 on 7/26/202135 on 9/28/202135 on 2/22/202232 on 3/31/202232 on 2/21/202339 on 3/30/202339 on 3/30/202339 on 5/8/202339 on 3/29/2024

RAUM, Historic

6B3B020192020202120222023202420253446061599 on 11/15/20193446061599 on 11/18/20193575237572 on 3/30/20203575237572 on 6/29/20203575237572 on 2/23/20213836703434 on 3/26/20213836703434 on 4/7/20213836703434 on 7/26/20213836703434 on 9/28/20213836703434 on 2/22/20224497300241 on 3/31/20224497300241 on 2/21/20234362145968 on 3/30/20234362145968 on 3/30/20234362145968 on 5/8/20235096846148 on 3/29/2024

No. Clients, Historic

300150020192020202120222023202420250 on 8/19/20190 on 10/28/201986 on 11/15/201986 on 11/18/201992 on 3/30/202092 on 6/29/202092 on 2/23/2021184 on 3/26/2021184 on 4/7/2021184 on 7/26/2021184 on 9/28/2021184 on 2/22/2022239 on 3/31/2022239 on 2/21/2023272 on 3/30/2023272 on 3/30/2023272 on 5/8/2023116 on 3/29/2024