Chi Rho Financial, Llc
- Regulatory AUM
- $1.4B
- Discretionary
- $1.4B
- Clients
- 5
- Avg AUM / client
- $271M
- Accounts
- 5
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 5 | $1.4B | 100.0% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $965M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Piedmont Partners, L.P. | Hedge Fund | Delaware | $339M | 181 |
| Chi Rho Multi Strategy Master Fund, Ltd. master | Hedge Fund | Cayman Islands | $325M | 76 |
| Dunwoody Partners, L.P. | Hedge Fund | Delaware | $166M | 102 |
| Piedmont Partners Offshore, L.P. | Hedge Fund | British Virgin Islands | $105M | 78 |
| Stone Mountain Partners, Ltd | Hedge Fund | British Virgin Islands | $29.4M | 50 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hurley, Joseph, Boyd | Managing Member, President, Chief Investment Officer | Jan 2000 (27y) | 50% – 75% | |
| Peter Bradford Hurley | Director Of Investments | Dec 2019 (7y) | 10% – 25% | |
| Buser, Jason, Michael | Chief Financial Officer | Jan 2022 (5y) | Less than 5% | |
| Baker, Kelly, M | Chief Compliance Officer | Nov 2024 (2y) | Less than 5% | |
| Joseph Boyd Hurley | Registered representative | CFP | Oct 2015 (11y) | |
| Hollis Gail Huge | Registered representative | Feb 2021 (5y) | ||
| Gregory James Cotter | Registered representative | Feb 2023 (3y) | ||
| John Hardy Rogers | Registered representative | May 2025 (1y) | ||
| Hanna Grace Vincent | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (5, $965M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Piedmont Partners, L.P. | Hedge Fund | $339M | $250K | 181 |
| Chi Rho Multi Strategy Master Fund, Ltd. | Hedge Fund | $325M | $1.0M | 76 |
| Dunwoody Partners, L.P. | Hedge Fund | $166M | $250K | 102 |
| Piedmont Partners Offshore, L.P. | Hedge Fund | $105M | $250K | 78 |
| Stone Mountain Partners, Ltd | Hedge Fund | $29.4M | $100K | 50 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗