| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Chapel Bridge Fund I LP | Private Equity | $2.2M | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Stuart Davies Control | Managing Member | Over 75% | 2021 |
| Renee Sue Davies | Chief Compliance Officer | Under 5% | 2021 |
Chapel Bridge Wealth Advisors, LLC reports $182.1 million in regulatory assets under management on its Form ADV.
Chapel Bridge Wealth Advisors, LLC manages 1 private funds with combined gross assets of $2.2 million.
Chapel Bridge Wealth Advisors, LLC reports 3 employees.
Chapel Bridge Wealth Advisors, LLC is based in San Juan, PR and has been SEC-registered since 2022.
Chapel Bridge Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 53 Palmeras Street, Suite 601, San Juan, PR 00901 |
| Phone | 614-552-8200 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $180.8M |
| Non-discretionary | $1.3M |
| Total (RAUM) | $182.1M |