Single Family OfficeRIA · CRD 339881SEC-Registered

Updated:

CHC FINANCIAL SOLUTIONS, LLC

CHC Financial Solutions, LLC is an SEC-registered investment adviser in Rockville, MD. It has one employee and one investment adviser. The firm is based in...

CHC FINANCIAL SOLUTIONS, LLC

CHC Financial Solutions, LLC is an SEC-registered investment adviser in Rockville, MD. It has one employee and one investment adviser. The firm is based in Rockville, MD.

General information

Firm type

Single Family Office

Location

Region

North America

Principals

Charles H. Chen

Founder and Managing Director

Sector focus

Hedge FundsPrivate CreditReal Estate

Frequently asked questions

Who runs investment decisions at CHC Financial Solutions?

Charles H. Chen, as Founder and Managing Director, oversees all investment decisions for the family office, according to public records and industry reports.

How does CHC Financial Solutions source proprietary deal flow?

The firm sources direct investments through its network of institutional general partners, creating co-investment opportunities in private credit, real estate, and hedge fund strategies. The family office does not publicly disclose its sourcing methodology beyond this.

Is CHC Financial Solutions structured as a single family office or does it operate more like a venture firm?

CHC Financial Solutions is structured as a single-family office, managing capital exclusively for the Chen family. It does not operate as a venture firm or seek outside investors.

Does CHC Financial Solutions participate in fund commitments or only direct deals?

The firm participates in both fund commitments and direct deal co-investments. It allocates capital to external funds managed by institutional managers and also engages in direct co-investments alongside those managers.

What investment stages does CHC Financial Solutions typically target?

In private credit, the firm targets direct lending and mezzanine debt opportunities. In real estate, it targets opportunistic and value-add investments. In hedge funds, it allocates to long/short equity and event-driven strategies.

Which sectors does CHC Financial Solutions explicitly avoid?

The firm does not publicly disclose any explicit avoidance sectors, though its disclosed allocations suggest a focus on credit, real estate, and liquid strategies rather than venture capital, digital assets, or emerging markets.

Where does the underlying wealth come from?

The wealth originates from the Chen family's prior business and investment activities, though the specific source has not been publicly attributed to a named prior company.

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