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CH GLOBAL CAPITAL MANAGEMENT, LLC

CRD 283431File 801-111971
APPROVED
Retail clients
Custody
Filing as of Jul 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$529.1M
Above cohort median (national)
Discretionary AUM
$325.7M
Non-discretionary $203.4M
Clients
23
48 accounts
Employees
5
Below cohort median in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Oct 27, 2017
Principal office
445 PARK AVENUE, STE. 15E, NEW YORK, NY, 10022
Phone
646-350-0341

Assets & accounts

ADV Item 5F
Total regulatory AUM
$529.1M
Discretionary AUM
$325.7M
Non-discretionary AUM
$203.4M
Discretionary accounts
26
Non-discretionary accounts
22
Total accounts
48
AUM per client
$23.0M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other14$445.2M
High net worth individuals8$48.4M
Pooled investment vehicles1$35.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Selection of other advisers
  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Clients2123increased by2
Apr 1, 2026AUM$490,569,069$529,133,499increased by$38,564,430
Apr 1, 2026Accounts4348increased by5
May 1, 2025
vs Oct 1, 2022
Clients921increased by12
May 1, 2025
vs Oct 1, 2022
AUM$451,651,026$490,569,069increased by$38,918,043
May 1, 2025
vs Oct 1, 2022
Accounts2843increased by15
Apr 1, 2022Employees35increased by2
Apr 1, 2022AUM$381,000,000$451,651,026increased by$70,651,026
Apr 1, 2022Accounts1728increased by11
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “CH GLOBAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CH GLOBAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.