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3CHOPT INVESTMENT PARTNERS LLC
CRD 319125 · SEC 801-123462
1801 LIBBIE AVENUE; SUITE 106, RICHMOND, VA, 23226, United States
Phone
804-401-1840
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$889.4M
Discretionary AUM
$883.6M
Team
7 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 91 | $21.7M |
| High net worth individuals | 144 | $864.2M |
| Charitable organizations | 1 | $3.5M |
States served
GA, MD, NC, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD