A complete list of active advisors currently associated with Chalk Creek Partners, LLC

Warmer can help you find a great advisor at Chalk Creek Partners, LLC or one who fits your needs even better.

Chalk Creek Partners, LLC is a solo registered investment adviser with approximately $29 million in assets under management and a small client roster. The firm provides discretionary and non‑discretionary portfolio management for individuals (including high‑net‑worth clients), trusts, limited partnerships, charitable organizations, and corporate/business clients, and it also serves as investment manager and co‑investment advisor to a private pooled vehicle, the Chalk Creek Total Return Fund, LP, which began managing assets in May 2024. The firm combines fundamental, technical, and quantitative analysis with asset allocation to construct portfolios and uses both long‑term and short‑term strategies. It may employ options, short sales and other derivative strategies in separately managed accounts and in the Fund to position for macroeconomic cycles and to mitigate drawdowns; management is typically discretionary and certain accounts (and Fund interests) may be subject to performance‑based compensation arrangements with high‑water‑mark provisions. What distinguishes Chalk Creek from many peers is its active role as a fund sponsor and private fund adviser to an unregistered 3(c)(1) pooled vehicle that pursues long/short, multi‑asset approaches and transacts through institutional counterparties (with custodial and introducing broker relationships disclosed), while remaining a small, single‑advisor firm. The firm also works with corporate and limited partnership clients, provides periodic written or electronic reporting, and uses aggregated trade execution practices—features that are less common among independent solo advisers.

To learn more about the advisors currently working at Chalk Creek Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.