Chapel Bridge Wealth Advisors
Chapel Bridge Wealth Advisors is a private equity manager in San Juan, PR. It is registered with the SEC as an investment adviser with $273.6M in regulatory assets and 3 staff. It has 1 fund on file, the latest reported in September 2026.
Funds on file
1
Raised, all funds
$7M
Regulatory assets
$273.6M
Staff
3
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$273.6M
Employees3
Clients9 wealthy individuals, 8 individuals, 4 other, 3 charities and 1 private fund.
Control personsJoseph, Stuart Davies.
Private funds1 private funds holding $2.3M in gross assets.
Private funds it reports
FundTypeGross assets