CP
CP

Cheyne Clifford Pace

26 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
5 advisors
Number of Clients
112 clients
Average Client Portfolio
$36.1M average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$10M
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Location

6475 1st Ave South, St. Petersburg, FL, 33707

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Cheyne is the managing member of Gatorbulldog LLC, a commercial real estate and vehicle ownership business, since 2017. This activity requires minimal time.

Employment History
Current Registrations
Yale Capital CORP.
September 2004 - Present · 21 yrs 5 mos
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
July 1999 - September 2004 · 5 yrs 2 mos
State Registrations6 states
CAFLLANEPRTX
Advisor
Exams
No exam information available for this advisor.