Chalk Creek Partners provides investment advice and manages portfolios for clients based on their individual needs and goals. They offer both discretionary and non-discretionary account management. Chalk Creek also manages the Chalk Creek Total Return Fund, LP, investing primarily in U.S. equities with long and short positions across different asset classes.
Assets Under Management$29M
Clients29
Advisors1
Avg. per Client$1M
Avg. per Advisor$29M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable on a client-by-client basis. Incentive fees may also apply for certain managed accounts with a minimum of $1,000,000 of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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