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CHANNEL INVESTMENT PARTNERS
CHANNEL INVESTMENT PARTNERS LLC
CRD 308031 · SEC 801-118488
NC, United States
Phone
571-721-1852
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$7.6M
Discretionary AUM
$7.6M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-28
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)INVESTMENT MODEL CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $7.6M |
States served
NC, VA
All web addresses on file
Official SEC filing: View on IAPD