Stuart Chaussée & Associates
Stuart Chaussée & Associates, Inc. is a US-based wealth manager and registered investment adviser established in 1997. It provides investment advisory services, including customized portfolio management and investment strategies.
Stuart Chaussée & Associates
Stuart Chaussée & Associates, Inc. is a US-based wealth manager and registered investment adviser established in 1997. It provides investment advisory services, including customized portfolio management and investment strategies. It advises retired high-net-worth individuals.
General information
Firm type
Bank / Wealth / Trust
Year founded
1997
AUM
—
Location
Region
—
Country
—
City
Beverly Hills
Corporate office
468 North Camden Drive Second Floor
Frequently asked questions
What is Stuart Chaussée & Associates?
Stuart Chaussée & Associates is a bank / wealth / trust headquartered in Beverly Hills.
When was Stuart Chaussée & Associates founded?
Stuart Chaussée & Associates was founded in 1997.
Where is Stuart Chaussée & Associates headquartered?
Stuart Chaussée & Associates is headquartered in Beverly Hills.
What does Altss track for Stuart Chaussée & Associates?
Altss maintains an OSINT-verified profile of Stuart Chaussée & Associates covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Stuart Chaussée & Associates's website?
Stuart Chaussée & Associates's public website is www.preservingwealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Stuart Chaussée & Associates?
Stuart Chaussée & Associates is classified by Altss as a Bank / Wealth / Trust.
How does Altss source intelligence on Stuart Chaussée & Associates?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Stuart Chaussée & Associates?
Stuart Chaussée & Associates's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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