PPrivate Fund Data Log in Join · $37/mo

3chopt Investment Partners LLC

● SEC registered since 2022CRD 319125SEC# 801-123462Richmond, VA
Export (members)
Reg. AUM
$739.1M
Employees
6
Accounts
526
Location
Richmond, VA

3chopt Investment Partners LLC assets under management

3chopt Investment Partners LLC is an investment advisory firm registered with the SEC based in Richmond, VA. The firm has been registered since 2022. It reports $739.1 million in regulatory assets under management and employs 6 people.

3chopt Investment Partners LLC owners & executives

3 reported
NameTitleOwnershipSince
Scott Jordan Storey ControlManaging Director50-75%2022
Stuart Preston Dillard ControlManaging Director50-75%2022
William M. Thomas ControlDirector Of Operations & Chief Compliance OfficerUnder 5%2025

Frequently asked questions

How much does 3chopt Investment Partners LLC manage?

3chopt Investment Partners LLC reports $739.1 million in regulatory assets under management on its Form ADV.

How many employees does 3chopt Investment Partners LLC have?

3chopt Investment Partners LLC reports 6 employees.

Where is 3chopt Investment Partners LLC located?

3chopt Investment Partners LLC is based in Richmond, VA and has been SEC-registered since 2022.

Does 3chopt Investment Partners LLC disclose fund performance?

3chopt Investment Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1801 Libbie Avenue; Suite 106, Richmond, VA 23226
Phone804-401-1840
Office hours8:00 a.m. - 4:30 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$730.3M
Non-discretionary$8.8M
Total (RAUM)$739.1M