Managers/Private equity/Chicory Wealth
Chicory Wealth
Chicory Wealth is a private equity and venture manager. It is registered with the SEC as an investment adviser with $840.4M in regulatory assets and 23 staff. It has 1 fund on file, the latest reported in May 2021.
Funds on file
1
Raised, all funds
$3.5M
Regulatory assets
$840.4M
Staff
23
Pension investors
None found
See the adviser's own filing →
Latest fund filing
Funds
DateFundTypeRaisedTarget
Adviser record
RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$840.4M
Employees23
Clients314 individuals, 225 wealthy individuals, 7 charities, 2 companies and 1 private fund.
Control personsJames, Russell Hadaway, Margaret, Ann Kulyk, Mary, Barbara Shaltis.
Private funds1 private funds holding $7.2M in gross assets.
Private funds it reports
FundTypeGross assets