3CHOPT INVESTMENT PARTNERS LLC
Adviser information for 3CHOPT 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 | Virginia, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| 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 | 409 | $625.0M |
| Non-Discretionary | 3 | $3.5M |
| Total | 412 | $628.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 91 | $25.4M |
| HNW Individuals | 320 | $596.4M |
| 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 | 1 | $6.7M |
| 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 | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Principal Office
1801 LIBBIE AVENUE; SUITE 106RICHMOND
VA
United States
Monday - Friday, 8:00 AM - 4:30 PM
Tel: 804-401-1840, Fax: None
Chief Compliance Officer
CANDY PALUGI
CHIEF COMPLIANCE OFFICER
4128 INNSLAKE DR
GLEN ALLEN
VA
United States
Tel:
804-965-5408
C***********@************M
(Full email address available in API data)
Regulatory Contact
SCOTT STOREY
MANAGING DIRECTOR
1801 LIBBIE AVENUE, SUITE 106
RICHMOND
VA
United States
Tel:
804-401-1842
S******@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DILLARD, STUART, PRESTON | Individual | – | MANAGING DIRECTOR | 04/2022 | 50-75% |
| STOREY, SCOTT, JORDAN | Individual | – | MANAGING DIRECTOR | 01/2022 | 50-75% |
| PALUGI, CANDY, JOHNSON | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2022 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 21st, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| Abbott Laboratories | Common Stock | 783K | 8K | – |
| Abbvie Inc | Common Stock | 2M | 13K | – |
| Accenture PLC F Class A | Common Stock | 717K | 2K | – |
| Adobe Inc | Common Stock | 1M | 2K | – |
| Air Prod & Chemicals | Common Stock | 580K | 2K | – |
| Alphabet Inc. Class A | Common Stock | 1M | 6K | – |
| Alphabet Inc. Class C | Common Stock | 9M | 49K | – |
| Altria Group Inc | Common Stock | 3M | 66K | – |
| Amazon.com Inc | Common Stock | 3M | 16K | – |
| American Electric Power Co. | Common Stock | 203K | 2K | – |
| American Express Co | Common Stock | 1M | 5K | – |
| American International Group | Common Stock | 293K | 4K | – |
| Ameriprise Financial | Common Stock | 360K | 842 | – |
| Analog Devices Inc | Common Stock | 414K | 2K | – |
| Apple Inc | Common Stock | 13M | 61K | – |
| Applied Energetics | Common Stock | 113K | 75K | – |
| Arch Cap Group LTD F | Common Stock | 4M | 35K | – |
| Arm HLDGS PLC F Unsponsored ADR | Common Stock | 922K | 6K | – |
| AT&T | Common Stock | 789K | 41K | – |
| Autodesk Inc | Common Stock | 874K | 4K | – |
| Autozone Inc | Common Stock | 362K | 122 | – |
| Baker Hughes Co. Class A | Common Stock | 2M | 43K | – |
| Ballard Power SYS F | Common Stock | 219K | 97K | – |
| Bank Of America Corp | Common Stock | 1M | 37K | – |
| Berkshire Hathaway Class B | Common Stock | 7M | 17K | – |
| BlackRock Inc | Common Stock | 465K | 590 | – |
| Booking Holdings Inc | Common Stock | 3M | 704 | – |
| Bristol-Myers Squibb | Common Stock | 2M | 45K | – |
| Broadcom Inc | Common Stock | 5M | 3K | – |
| Builders Firstsource | Common Stock | 441K | 3K | – |
| Cadence Design SYS | Common Stock | 253K | 823 | – |
| Capital One Financial Corp. | Common Stock | 483K | 3K | – |
| Caterpillar Inc | Common Stock | 289K | 869 | – |
| CBRE Group Inc Class A | Common Stock | 844K | 9K | – |
| CF Industries Holdings Inc. | Common Stock | 772K | 10K | – |
| Charles Schwab Corp | Common Stock | 2M | 33K | – |
| Check PT Software F | Common Stock | 3M | 19K | – |
| Chevron Corp. | Common Stock | 2M | 11K | – |
| Chipotle Mexican GRL | Common Stock | 610K | 10K | – |
| CIGNA Corp | Common Stock | 3M | 9K | – |
| Cintas Corp | Common Stock | 555K | 793 | – |
| Cisco Systems | Common Stock | 2M | 51K | – |
| Citigroup Inc | Common Stock | 406K | 6K | – |
| Cloudflare Inc Class A | Common Stock | 538K | 6K | – |
| Coca-Cola | Common Stock | 510K | 8K | – |
| Colgate-Palmolive Co | Common Stock | 400K | 4K | – |
| Comcast Corp Class A | Common Stock | 1M | 36K | – |
| Costco Wholesale Co | Common Stock | 446K | 525 | – |
| CRH Public Limited Co F | Common Stock | 1M | 15K | – |
| Crown Castle Intl Co REIT | Common Stock | 331K | 3K | – |
| Danaher Corp | Common Stock | 548K | 2K | – |
| Deere & Co | Common Stock | 875K | 2K | – |
| Dell Technologies Inc Class C | Common Stock | 529K | 4K | – |
| Diageo PLC | Common Stock | 320K | 3K | – |
| Discover Financial Services | Common Stock | 476K | 4K | – |
| Dominion Energy Inc | Common Stock | 1M | 28K | – |
| Dropbox Inc Class A | Common Stock | 3M | 114K | – |
| Duke Energy Corp | Common Stock | 450K | 4K | – |
| Elevance Health | Common Stock | 280K | 516 | – |
| Eli Lilly & Co. | Common Stock | 3M | 4K | – |
| EOG Resources Inc. | Common Stock | 2M | 13K | – |
| EQT Corp | Common Stock | 377K | 10K | – |
| Equinix Inc REIT | Common Stock | 583K | 771 | – |
| Expeditors International of Washington | Common Stock | 2M | 13K | – |
| ExxonMobil | Common Stock | 2M | 14K | – |
| Fastenal Co | Common Stock | 233K | 4K | – |
| Fidelity Natl Info | Common Stock | 447K | 6K | – |
| Fiserv Inc | Common Stock | 320K | 2K | – |
| General Dynamics Co | Common Stock | 314K | 1K | – |
| General Electric Co | Common Stock | 704K | 4K | – |
| Goldman Sachs Actvbeta US LRG ETF | ETF | 757K | 7K | – |
| Goldman Sachs Group | Common Stock | 252K | 558 | – |
| HCA Healthcare Inc | Common Stock | 275K | 856 | – |
| Home Depot | Common Stock | 1M | 3K | – |
| Honeywell Intl Inc | Common Stock | 628K | 3K | – |
| IBM | Common Stock | 395K | 2K | – |
| Intuit Inc | Common Stock | 348K | 529 | – |
| Invsc QQQ Trust SRS 1 ETF | ETF | 226K | 471 | – |
| iShares Core MSCI EAFE ETF | ETF | 3M | 34K | – |
| iShares Core S&P Small Cap ETF | ETF | 522K | 5K | – |
| iShares Russell 2000 ETF | ETF | 3M | 13K | – |
| iShares S&P Small Cap 600 Value ETF | ETF | 1M | 10K | – |
| iShares US Technology ETF | ETF | 414K | 3K | – |
| Johnson & Johnson | Common Stock | 2M | 16K | – |
| JPMorgan Active Growth ETF | ETF | 1M | 14K | – |
| JPMorgan Active Value ETF | ETF | 1M | 19K | – |
| JPMorgan Activebld Emrg MRKT Eqy ETF | ETF | 688K | 18K | – |
| JPMorgan Betabuild Interl Eqy ETF | ETF | 2M | 28K | – |
| JPMorgan Betabuilders US Eqy ETF | ETF | 3M | 29K | – |
| JPMorgan Chase | Common Stock | 4M | 17K | – |
| JPMorgan DVRSFD RTRN Intrnl EQT ETF | ETF | 226K | 4K | – |
| JPMorgan Equity Premium Income ETF | ETF | 360K | 6K | – |
| JPMorgan Global Select Equity ETF | ETF | 1M | 23K | – |
| JPMorgan Intern Resrch Enh EQT ETF | ETF | 459K | 7K | – |
| JPMorgan U.S. Momentum Factor ETF | ETF | 544K | 10K | – |
| JPMorgan U.S. Quality Factor ETF | ETF | 820K | 15K | – |
| JPMRG DVSFD Retn Emrg MRKS Eqy ETF | ETF | 486K | 9K | – |
| KLA Corp. | Common Stock | 381K | 462 | – |
| L3Harris Technologies Inc. | Common Stock | 401K | 2K | – |
| Labcorp HLDGS Inc | Common Stock | 1M | 6K | – |
| Lam Research Corp | Common Stock | 1M | 1K | – |
| Lennar Corp Class A | Common Stock | 904K | 6K | – |
| Linde PLC F | Common Stock | 205K | 468 | – |
| LKQ Corp | Common Stock | 282K | 7K | – |
| Lockheed Martin Corp | Common Stock | 1M | 2K | – |
| Lowes Companies Inc | Common Stock | 595K | 3K | – |
| Marathon Pete Corp | Common Stock | 2M | 10K | – |
| Mastercard Inc Class A | Common Stock | 1M | 3K | – |
| McDonald's | Common Stock | 628K | 2K | – |
| McKesson Corp | Common Stock | 5M | 8K | – |
| Merck & Co. Inc. | Common Stock | 4M | 35K | – |
| Meta Platforms Inc Class A | Common Stock | 6M | 12K | – |
| Micron Technology | Common Stock | 719K | 5K | – |
| Microsoft | Common Stock | 7M | 16K | – |
| Mondelez Intl Class A | Common Stock | 839K | 13K | – |
| Morgan Stanley | Common Stock | 283K | 3K | – |
| Nestle S A F Sponsored ADR | Common Stock | 372K | 4K | – |
| Netflix Inc | Common Stock | 237K | 351 | – |
| Nextera Energy Inc | Common Stock | 394K | 6K | – |
| Nintendo LTD F Sponsored ADR | Common Stock | 437K | 32K | – |
| Nisource Inc 00500 | Common Stock | 226K | 8K | – |
| Norfolk Southern Co | Common Stock | 1M | 6K | – |
| Northrop Grumman Corp | Common Stock | 799K | 2K | – |
| Nvidia Corp | Common Stock | 19M | 151K | – |
| NVR Inc. | Common Stock | 4M | 581 | – |
| NXP Semiconductors F | Common Stock | 267K | 990 | – |
| Oracle Corp | Common Stock | 1M | 10K | – |
| O'Reilly Automotive | Common Stock | 851K | 806 | – |
| Owens Corning Fiberglas | Common Stock | 753K | 4K | – |
| Paychex Inc | Common Stock | 397K | 3K | – |
| Pepsico Inc | Common Stock | 2M | 13K | – |
| Pfizer | Common Stock | 637K | 23K | – |
| Philip Morris Intl | Common Stock | 4M | 36K | – |
| Plug Power Inc | Common Stock | 212K | 91K | – |
| PNC Financial Services | Common Stock | 290K | 2K | – |
| Post Holdings Inc | Common Stock | 877K | 8K | – |
| Procter & Gamble | Common Stock | 3M | 18K | – |
| Progressive Co. | Common Stock | 3M | 14K | – |
| Prudential Financial | Common Stock | 281K | 2K | – |
| Pultegroup Inc | Common Stock | 3M | 26K | – |
| Qualcomm Inc | Common Stock | 2M | 11K | – |
| Raytheon Technologies Co | Common Stock | 2M | 17K | – |
| Regeneron Pharms Inc | Common Stock | 565K | 538 | – |
| Roper Technologies | Common Stock | 220K | 391 | – |
| RPM Interntnl | Common Stock | 315K | 3K | – |
| S&P Global Inc | Common Stock | 362K | 812 | – |
| Salesforce Inc | Common Stock | 454K | 2K | – |
| Southern Co | Common Stock | 297K | 4K | – |
| SPDR S&P 500 ETF | ETF | 1M | 2K | – |
| Starbucks Corp | Common Stock | 316K | 4K | – |
| Target Corp | Common Stock | 2M | 10K | – |
| Te Connectivity LTD F | Common Stock | 222K | 1K | – |
| Tesla Inc | Common Stock | 1M | 7K | – |
| Texas Instruments | Common Stock | 944K | 5K | – |
| Textron Inc | Common Stock | 483K | 6K | – |
| Thermo Fisher Scientific | Common Stock | 401K | 725 | – |
| TJX Companies Inc | Common Stock | 558K | 5K | – |
| Truist Finl Corp | Common Stock | 331K | 9K | – |
| Union Pacific Corp | Common Stock | 203K | 898 | – |
| United Parcel Service Class B | Common Stock | 363K | 3K | – |
| UnitedHealth Group | Common Stock | 830K | 2K | – |
| Vanguard Dividend Appreciation ETF | ETF | 540K | 3K | – |
| Vanguard FTSE All World Ex US ETF | ETF | 3M | 59K | – |
| Vanguard FTSE Developed Markets ETF | ETF | 1M | 23K | – |
| Vanguard High Dividend Yield ETF | ETF | 1M | 9K | – |
| Vanguard Internatnl HGH DIV YLD ETF | ETF | 243K | 4K | – |
| Vanguard Mega Cap ETF | ETF | 1M | 7K | – |
| Vanguard Mid Cap ETF | ETF | 1M | 4K | – |
| Vanguard Russell 1000 Growth ETF | ETF | 1M | 13K | – |
| Vanguard S&P 500 ETF | ETF | 45M | 89K | – |
| Vanguard Small Cap ETF | ETF | 21M | 96K | – |
| Vanguard Small Cap Value ETF | ETF | 3M | 17K | – |
| Verizon | Common Stock | 1M | 33K | – |
| Vertex Pharmaceutical | Common Stock | 4M | 8K | – |
| Visa Inc Class A | Common Stock | 893K | 3K | – |
| Vistra Energy Corp | Common Stock | 4M | 52K | – |
| Wal-Mart | Common Stock | 2M | 33K | – |
| Walt Disney | Common Stock | 509K | 5K | – |
| Waste Management Inc | Common Stock | 332K | 2K | – |
| Wells Fargo & Co | Common Stock | 3M | 46K | – |
| Westrock Co | Common Stock | 424K | 8K | – |
| Williams Cos Inc | Common Stock | 3M | 66K | – |
| Willis Towers Watson P F | Common Stock | 581K | 2K | – |