CH Investment Partners

What CH Investment Partners does

CH Investment Partners is a Dallas-based investment advisor founded in 2011 that serves ultra-high-net-worth (UHNW) families with institutional-level wealth management. The firm operates a high-touch, relationship-based advisory model, with customer acquisition flowing through founder-level engagement (a "Request a Founder Call" pathway) and targeting private wealth management, liquidity and exit planning, tax strategies, access to private investments, risk management, private banking, trust and legacy services, estate planning and philanthropy, family governance and education, and lifestyle and wellness services.

The firm's underlying technology stack is built on third-party integrations rather than proprietary platforms: Addepar powers consolidated reporting across multiple custodians, BNYPershing provides custody services, and InvestmentCafe serves as an additional client portal login channel. Revenue is generated through recurring advisory and asset management fees on a quote-based pricing structure tailored to client asset levels; pricing is not publicly disclosed. The firm employs 11–50 people, consistent with a boutique, high-touch service model.

As of the most recent reporting, CH Investment Partners has been absorbed into Cresset Family Office (the website redirects to cressetcapital.com), with the consolidated platform reporting $250B+ in Assets Under Management and Advisement (AUM/AUA) as of 4/15/26. Founder Eric Becker serves as Co-Founder & Co-Chairman of Cresset, and the firm was recognized as Barron's #2 Top 100 RIA Firms (September 2025) and Forbes Top RIA Firms (October 2025). A related regional entity, Angeles Family Office, advises approximately $13B in Texas assets and is expanding with a Dallas office, indicating broader ecosystem buildout in the region.

Name

CH Investment Partners

Legal name

CH Investment Partners

Website

https://chinvestments.com

Company type

Private

Founded year

2011

Operating status

Acquired

Headcount range

11–50 employees

Short description

CH Investment Partners is a Dallas-based investment advisor (founded 2011) serving ultra-high-net-worth families with institutional-level wealth management; the firm has been absorbed into Cresset Family Office, which reports $250B+ AUM/AUA and offers consolidated private wealth, tax, trust, and family governance services.

Ownership category

akta.pro rank

Product category

Private Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH)

akta.pro secondary industries

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA), Estate Planning, Trust Structuring & Governance (FSAAADAF), Family Office Services (Single & Multi-Family Office) (FSABADAF), Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)

Keywords

• Wealth management services
• Family office solutions
• Private wealth advisory
• Investment management
• Estate planning services

Headquarters

HQ city

Dallas

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Wealth Management Advisory: Provides comprehensive wealth management services to ultra-high-net-worth families. Revenue derived from advisory fees, asset management fees, and potentially transaction-based fees for services like liquidity and exit planning.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels2 records

Core offering

CH Investment Partners operated as an independent family office providing comprehensive wealth management services to ultra-high-net-worth families. Its core services included private wealth management, liquidity and exit planning, tax strategies, access to private investments, risk management and CFO services, private banking, trust and legacy services, estate planning and philanthropy, family governance and education, and lifestyle and wellness services. The firm has since been rebranded and consolidated into Cresset Family Office.

Product overview

CH Investment Partners has been rebranded and merged into Cresset Family Office. The company offers a unified family office platform (now called Cresset Family Office) that consolidates comprehensive wealth management services including private wealth management, liquidity planning, tax strategies, access to private investments, risk management and CFO services, private banking, trust and legacy services, estate planning and philanthropy, family governance and education, and lifestyle and wellness. Former CH Investment Partners clients access the platform through consolidated reporting tools including Addepar and Pershing.

Differentiator

Problem solved

Functional benefit

Products and services

• Cresset Family Office (formerly CH Investment Partners) An independent family office platform offering consolidated wealth management, private banking, estate planning, tax strategies, family governance, and lifestyle services to ultra-high-net-worth families.
• Private Wealth Management Investment advisory and portfolio management services for ultra-high-net-worth families delivered through an institutional-level platform.
• Liquidity and Exit Planning Advisory services assisting ultra-high-net-worth families with liquidity events and business exit planning.
• Tax Strategies Tax planning and optimization strategies tailored to ultra-high-net-worth families.
• Access to Private Investments Curated access to private investment opportunities for ultra-high-net-worth families.
• Risk Management and CFO Services CFO-style risk management and financial oversight services for ultra-high-net-worth families.
• Private Banking Services

Quantifiable outcome

• $250B+ in Assets Under Management and Advisement

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Two partnerships are on record, tiered core.

• AddeparcoreTechnology or IntegrationAddepar platform is used for consolidated client reporting, providing unified visibility across multiple custodians and investment types.
• BNYPershingcoreTechnology or IntegrationPershing (Bank of New York Mellon) provides custody services for client assets. Integrated as a login option for clients to access their investment accounts.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Bessemer Trust: Multi-family office serving UHNW families with comprehensive wealth management, estate, and trust services — the closest direct competitor in independent family-office services for UHNW clients below the multi-billion-dollar threshold.
• Rockefeller Capital Management: Independent, family-led UHNW wealth management and private investment firm offering multi-family office services — comparable as an independent alternative to wirehouses serving UHNW families.
• Glenmede: Independent wealth manager and RIA serving UHNW families, foundations, and endowments with investment management, trust, and family-office services — directly comparable in independent, multi-family-office positioning.
• Wilmington Trust (Wealth Advisory): Independent wealth advisory and trust company serving UHNW families with investment management, family-office, and estate services — directly comparable independent family-office and trust provider.

Broad incumbents

• Northern Trust Wealth Management: Large incumbent wealth manager serving UHNW families, family offices, and foundations with comprehensive investment, trust, and banking services — overlapping family-office capabilities at much greater scale.
• Brown Brothers Harriman (Wealth Management): Private, partnership-structured bank and wealth manager offering trust, estate, and investment services to UHNW families — broader incumbent with family-office-style offerings across a larger institutional banking franchise.
• J.P. Morgan Private Bank: Global private bank serving UHNW families with integrated investment, lending, and wealth planning — a primary wirehouse competitor for the same high-touch UHNW segment.
• Goldman Sachs Private Wealth Management: Wirehouse private wealth division serving UHNW families with investment advisory, banking, and alternative investment access — competing for the same founder and entrepreneur client base with deeper capital-markets capabilities.

Emerging players

• Angeles Family Office: Independent multi-family office with ~$13B in advised assets, expanding into Dallas — directly comparable regional peer where CH/Cresset's former Senior Managing Director Kate Flume relocated.

Others

• Cresset Capital (parent platform): Successor platform absorbing CH Investment Partners with $250B+ AUM/AUA — not a competitor but the parent entity that CH's clients are now served through.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/ch-investment-partners

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CH Investment Partners