# CHC FINANCIAL SOLUTIONS, LLC

CHC FINANCIAL SOLUTIONS, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/joncohencpa

## Regulatory record

- **CRD number:** 339881
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/339881

## About

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

## Sectors

- Hedge Funds
- Private Credit
- Real Estate

## People

- Charles H. Chen — Founder and Managing Director

## Questions

### 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.

## Related profiles

- [XFO Capital](https://altss.com/profile/xfo-capital)
- [TEN BRIDGE CAPITAL, LLC](https://altss.com/profile/ten-bridge-capital-llc)

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Last updated: 2026-07-06T01:24:14.000Z

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