# Chatham Financial Chatham Financial is a Risk Management Advisory and Technology Solutions based in Kennett Square, United States. ## Overview - **Organization type:** Risk Management Advisory and Technology Solutions - **Headquarters:** Kennett Square, United States - **Region:** North America - **Address:** Kennett Square, PA, United States - **Founded:** 1991 - **Assets under management:** Undisclosed - **Website:** chathamfinancial.com - **LinkedIn:** https://www.linkedin.com/company/chatham-financial ## Regulatory record - **Reports private funds:** No ## About Founded in 1991 by Clay Sublett and several partners, Chatham Financial began as an interest-rate advisory firm serving regional banks before expanding into a broad-structured financial risk management practice. The firm now advises over 3,500 clients across corporate, real estate, private equity, and infrastructure sectors on hedging and capital-markets execution. Its headquarters remain in Kennett Square, Pennsylvania — an unusual base for a firm with such deep Wall Street connectivity — with additional offices in Denver, London, Krakow, and Melbourne. Chatham advises on more than $1.5 trillion in annual notional transaction volume across foreign exchange, interest rate derivatives, and commodity hedging. The firm does not manage discretionary capital like a traditional asset manager; instead it operates as a technology-enabled advisor and executing agent, helping clients structure and price swaps, caps, collars, and cross-currency solutions. Its practice spans three broad verticals: corporate treasury advisory, real-asset and infrastructure hedging, and private-equity portfolio-level risk management. Notable public-sector engagements have included advising on debt-market derivatives for major infrastructure programs and state-level housing finance agencies. Team size is not publicly disclosed, but Chatham maintains a substantial quantitative and technology bench alongside its advisory desk. The firm expanded significantly in the 2010s, opening a European hub in London and a technology and analytics center in Krakow, Poland. In 2023 Chatham launched a dedicated real estate capital advisory group to complement its existing hedging practice for property owners and lenders. Its technology subsidiary, Chatham Financial Technology, licenses derivative valuation, compliance, and hedge-accounting software to corporate end-users and financial institutions. Chatham is structurally distinct because it operates entirely on an advisory-and-technology model — it does not take principal risk, does not run a proprietary book, and is not a registered broker-dealer competing with its banking counterparties. That independence lets it provide execution-agnostic pricing and pre-trade analytics without the balance-sheet conflicts that large bank-affiliated providers face. The firm remains privately held, with senior partners and employees owning the equity. ## Sectors - Real Estate - Private Credit - Hedge Funds - Infrastructure ## Offices - Denver, CO - London, UK - Krakow, Poland - Melbourne, Australia ## People - Matt Henry — Chief Executive Officer - Clay Sublett — Chief Financial Officer - Martin Mitchell — Board Member ## Questions ### How large is the firm's transaction footprint? Chatham advises on more than $1.5 trillion in annual notional transaction volume across its derivatives, debt, and hedging advisory practices. This figure represents the aggregate face value of transactions on which it provides structuring, pre-trade analytics, or execution support. The firm serves over 3,500 institutional clients globally. ### Who owns Chatham Financial and how is it governed? Chatham Financial is privately held and operates as a partnership. Its equity is owned by senior partners and long-tenured employees. The firm is not backed by private equity or a publicly traded parent — a structure it argues preserves independence from the balance-sheet and sales incentives that large financial institutions navigate with their own derivatives desks. ### Does Chatham Financial take principal risk or operate a broker-dealer? No. Chatham does not take principal risk, run a proprietary trading book, or operate as a registered broker-dealer. It functions as an independent advisor and technology provider, which means it can source and price derivatives across multiple bank counterparties without competing with them for execution spread or charging a mark-up on the instrument itself. ### Which sectors and asset classes does Chatham focus on? The firm's practice covers interest-rate hedging, foreign exchange, and commodities across four main verticals: corporate treasury, commercial and residential real estate, private capital (including GP-led portfolio-level hedging), and infrastructure and project finance. In 2023, it deepened its real estate capital advisory coverage, adding debt advisory and structured finance to the existing hedging mandate. ### Where are Chatham's key offices outside the US? Chatham maintains a European advisory and client-service presence in London and a technology and analytics hub in Krakow, Poland. It also has an office in Melbourne, Australia, to serve the Asia-Pacific region. The headquarters remain in Kennett Square, Pennsylvania, with a significant US operating center in Denver, Colorado. ### What technology does Chatham provide separately from its advisory services? Chatham Financial Technology licenses a suite of software tools for derivatives valuation, hedge accounting under ASC 815 and IFRS 9, and risk compliance. The platform is used by corporate end-users, financial institutions, and audit firms to independently value swaps, options, and structured products, and to generate hedge-effectiveness testing and regulatory reporting. ## Related profiles - [Sales Rabbit](https://altss.com/profile/sales-rabbit) - [TAC Security](https://altss.com/profile/tac-security-inc) --- Last updated: 2026-06-03T20:00:00.000Z Canonical page: https://altss.com/profile/chatham-financial-corp Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology