Three Chopt Capital Management LLC is a large advisory firm based in New York. It manages $55.5 million of regulatory assets for 36 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of New York and Virginia.
Three Chopt Capital Management provides portfolio management for individuals and small businesses and market timing services. 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 Three Chopt Capital Management LLC is $55.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 23% 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 Three Chopt Capital 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.
David Keith Dwyer has been acting as President since 1 Apr 2007. Douglas Middleton Arthur joined the executive team most recently as the Chief Compliance Officer.
The principal office where Three Chopt Capital Management LLC performs its advisory services is located at 767 Fifth Avenue, 6 Th Floor, New York, NY 10153, 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 212-644-4171 or by fax 212-644-4923. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.