Chapwood Credit Management, LLC is a large advisory firm based in White Plains. It manages $25 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of New York and Texas.
Chapwood Credit Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Chapwood Credit Management, LLC is $25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Chapwood Credit Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Rachel Joanna Newmark joined the executive team most recently as the Chief Compliance Officer.
The principal office where Chapwood Credit Management, LLC performs its advisory services is located at 10 Bank Street, Suite 670, White Plains, NY 10606, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 914-406-7300 or by fax 914-328-5780. The normal business hours are 8 am to 5 pm on Monday - Friday.