CHALKSTREAM CAPITAL GROUP, L.P.
B53
CRD 153734·SEC 801-73339
AUM
$384.0M
$100M-$500M
Est. Revenue
$3.8M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.2M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $753.8M
'21 · $701.4M
'22 · $651.1M
'23 · $673.2M
'25 · $327.0M
'26 · $384.0M
'20'26
$753.8M → $384.0M▼ -49%
Operations
Advisory staff (5-yr trend)
'20 · 7 advisors
'21 · 4 advisors
'22 · 3 advisors
'23 · 3 advisors
'25 · 2 advisors
'26 · 1 advisors
'20'26
7 advisors → 1 advisors▼ -86%
Primary office
—
Branches
—
Custodian & Brokerage
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2026-04-102026-04-10 · 0001301204-26-000002
2025-10-142025-10-14 · 0001301204-25-000003
Compliance & brand
All other collected signals (11)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
444 MADISON AVENUE, 22ND FLOORNEW YORK, NY 10022
Business
444 MADISON AVENUE, 22ND FLOORNEW YORK, NY 10022
Edgar Recent Filings
D/A2026-04-10 · 0001301204-26-000002
D/A2025-10-14 · 0001301204-25-000003