CHALLEN ASSET MANAGEMENT, LLC
Adviser information for CHALLEN ASSET MANAGEMENT, LLC last updated from Form ADV on January 31st, 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 | Florida, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
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 | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-78515 |
|---|---|
| SEC ERA File Number | 802-78515 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 168866 |
| Legal Entity Identifier | None |
Principal Office
2024 HERSCHEL STREETJACKSONVILLE
FL
United States
Monday - Friday, 8.30-5PM
Tel: 904-355-7700, Fax: 904-355-7708
Websites
Chief Compliance Officer
IAN HARDINGTON
CHIEF OPERATING OFFICER, SECRETARY
2024 HERSCHEL STREET
JACKSONVILLE
FL
United States
Tel:
904 355 7700
Fax:
904355 7708
I**@******************M
(Full email address available in API data)
Industry Affiliates
| ADVISORY SERVICES | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CHALLEN PARTNERS, LTD. | Hedge Fund | $120.0M | $0.3M | 50 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BERG, GILCHRIST, BAKER | Individual | – | MEMBER | 07/2013 | 10-25% |
| MCNULTY, THAD, LARSON | Individual | – | MANAGING, MEMBER, PRESIDENT, TREASURER | 07/2013 | > 75% |
| HARDINGTON, IAN, JONATHAN | Individual | – | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, SECRETARY | 07/2013 | < 5% |