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Chestnut Street Investment Counsel, LLC
Chestnut Street Investment Counsel, LLC is an SEC-registered investment adviser in Lancaster, PA, registered since 2025. The firm manages approximately $120...
Chestnut Street Investment Counsel, LLC
Chestnut Street Investment Counsel, LLC is an SEC-registered investment adviser in Lancaster, PA, registered since 2025. The firm manages approximately $120 million in assets. It has 4 employees and 3 investment advisers.
General information
Firm type
Asset Manager
Frequently asked questions
What services does Chestnut Street Investment Counsel provide?
Chestnut Street Investment Counsel offers discretionary investment management and financial planning. As an SEC-registered investment advisor, it operates under a fiduciary standard. The firm does not publicly detail its full service menu or fee structure.
What types of clients does Chestnut Street Investment Counsel serve?
The firm serves high-net-worth individuals, families, and institutional clients, including family offices. Specific client names are not disclosed. The firm's registration suggests it targets those requiring fiduciary investment advice.
Does Chestnut Street Investment Counsel invest in specific asset classes?
Typical offerings include equities, fixed income, and alternative investments. The firm does not publicly disclose its asset allocation or any concentrated positions. No sector preferences or avoidance policies have been stated.
Is Chestnut Street Investment Counsel a single-family office?
No public information confirms a family-office structure. It operates as an SEC-registered investment advisor, which could serve multiple unrelated clients. The firm's classification remains unclassified pending disclosure.
Who runs Chestnut Street Investment Counsel?
No named principals, investment committee members, or executives have been identified through public sources. This lack of transparency limits due diligence on decision-making authority.
Where is Chestnut Street Investment Counsel headquartered?
The firm's registered address is not specified in available records. Its SEC registration indicates a US base. Additional office locations have not been published.
What is the regulatory status of Chestnut Street Investment Counsel?
The firm is registered with the SEC as an investment advisor. This status requires adherence to fiduciary duties and periodic regulatory filings. Its full Form ADV and code of ethics are not publicly cited.
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