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CHANNEL INVESTMENT PARTNERS

CHANNEL INVESTMENT PARTNERS LLC

CRD 308031 · SEC 801-118488

Visit website

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

TypeClientsAUM
Investment companies1$7.6M

States served

NC, VA

All web addresses on file

Official SEC filing: View on IAPD