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- Custodian
- Charles Schwab & Company · Goldman Sachs · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Vector oakEagle +more
- Established Date
- 10-29-2019
- Office Locations
- 1
Office Locations
About Chalk Creek Partners, LLC
Chalk Creek Partners, LLC is a Fort Worth-based investment adviser providing customized portfolio management with a high-conviction approach, blending company fundamentals, macro views, and quantitative analysis. The firm emphasizes active risk measurement, monitoring, and rebalancing, with rigorous compliance practices. Portfolios are primarily implemented with ETFs. Custody is through Charles Schwab and Goldman Sachs (BTIG introducing broker), and the team invests alongside clients in the Chalk Creek portfolio.
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Owner & Executives
CARLISLE CRAVENS WYSONG
Chief Compliance Officer, Managing Partner
- CRD
- #2409895
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $23,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,104,420,054 | 29.7% |
| Cash | $554,069,320 | 14.9% |
| Derivatives | $2,060,096,667 | 55.4% |
| Total | $3,718,586,041 | 100.0% |