RIA Intelligence

CHALKSTREAM CAPITAL GROUP, L.P.

CRD #153734 SEC #801-73339 NEW YORK, NY 212-707-6100
SEC Registered Private Funds
Total AUM
$327M
Discretionary
$327M
Employees
4
Clients
--
Accounts
2

AUM Over Time

DateAug 2025
Total AUM$327M
Discretionary$327M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$327M
Discretionary$327M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$355.2M
Discretionary$307.2M
Non-Disc.$48M
Employees4
Clients0
DateMar 2023
Total AUM$478.7M
Discretionary$418.5M
Non-Disc.$60.2M
Employees5
Clients0
DateSep 2022
Total AUM$673.2M
Discretionary$573.6M
Non-Disc.$99.7M
Employees12
Clients0
DateMar 2022
Total AUM$673.2M
Discretionary$573.6M
Non-Disc.$99.7M
Employees12
Clients0
DateMar 2021
Total AUM$651.1M
Discretionary$541.7M
Non-Disc.$109.4M
Employees13
Clients0
DateMar 2020
Total AUM$701.4M
Discretionary$596M
Non-Disc.$105.4M
Employees12
Clients0
DateMar 2019
Total AUM$753.8M
Discretionary$665.9M
Non-Disc.$87.9M
Employees17
Clients0
DateNov 2018
Total AUM$971.5M
Discretionary$905.7M
Non-Disc.$65.8M
Employees18
Clients5
DateMar 2018
Total AUM$971.5M
Discretionary$905.7M
Non-Disc.$65.8M
Employees18
Clients5
DateMar 2017
Total AUM$833.2M
Discretionary$775M
Non-Disc.$58.2M
Employees17
Clients1
DateNov 2016
Total AUM$794.9M
Discretionary$738M
Non-Disc.$56.9M
Employees16
Clients1
DateMar 2016
Total AUM$794.9M
Discretionary$738M
Non-Disc.$56.9M
Employees16
Clients1
DateNov 2015
Total AUM$716.1M
Discretionary$664.3M
Non-Disc.$51.8M
Employees15
Clients1
DateMar 2015
Total AUM$716.1M
Discretionary$664.3M
Non-Disc.$51.8M
Employees15
Clients1
DateMar 2014
Total AUM$740.2M
Discretionary$691.2M
Non-Disc.$49M
Employees13
Clients1
DateDec 2013
Total AUM$765M
Discretionary$712.7M
Non-Disc.$52.2M
Employees13
Clients1
DateSep 2013
Total AUM$765M
Discretionary$712.7M
Non-Disc.$52.2M
Employees13
Clients1
DateMay 2013
Total AUM$765M
Discretionary$712.7M
Non-Disc.$52.2M
Employees13
Clients1
DateMar 2013
Total AUM$765M
Discretionary$712.7M
Non-Disc.$52.2M
Employees13
Clients1
DateJul 2012
Total AUM$666.5M
Discretionary$619M
Non-Disc.$47.5M
Employees--
Clients1
DateMay 2012
Total AUM$666.5M
Discretionary$619M
Non-Disc.$47.5M
Employees--
Clients1
DateFeb 2012
Total AUM$666.5M
Discretionary$619M
Non-Disc.$47.5M
Employees--
Clients1