# 3CHOPT Investment Partners LLC

> 3CHOPT Investment Partners LLC is an SEC-registered investment advisory firm in Richmond, VA, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 319125
- Filed as: 3CHOPT INVESTMENT PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Richmond, VA
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/319125
- AdvisorCensus page: https://advisorcensus.com/firm/3chopt-investment-partners-llc-richmond-va-319125

## Quick answers

**How is 3CHOPT Investment Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), 3CHOPT Investment Partners LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is 3CHOPT Investment Partners LLC located?**
3CHOPT Investment Partners LLC's principal office is in Richmond, VA, according to its Form ADV.

**Is 3CHOPT Investment Partners LLC registered with the SEC or a state?**
3CHOPT Investment Partners LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 319125.

**How much does 3CHOPT Investment Partners LLC manage?**
3CHOPT Investment Partners LLC reports $889,374,393 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (99% discretionary).

**How have 3CHOPT Investment Partners LLC's assets and staff changed since 2022?**
In the Form ADV data for 3CHOPT Investment Partners LLC: Regulatory assets under management: $176,365,962 in the October 2022 data and $889,374,393 in the October 2026 data, up 404%. Total employees: 5 in October 2022 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does 3CHOPT Investment Partners LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (144); individuals (other than high net worth individuals) (91); charitable organizations (1).

**Which custodians does 3CHOPT Investment Partners LLC use?**
3CHOPT Investment Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does 3CHOPT Investment Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/319125

**Does 3CHOPT Investment Partners LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 24, 2026 says: "Although 3Chopt reserves the right to make exceptions, our Firm normally requires an initial account value of a minimum of $5,000,000."

**What changed in 3CHOPT Investment Partners LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $739,134,834 to $889,374,393 (+20%). Registered or notice-filed in FL, TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)

> Although 3Chopt reserves the right to make exceptions, our Firm normally requires an initial account value of a minimum of $5,000,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $889,374,393
- Discretionary: $883,591,663
- Non-discretionary: $5,782,730

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 91 | $21,703,565 |
| High net worth individuals | 144 | $864,187,609 |
| Charitable organizations | 1 | $3,483,219 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, MD, NC, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- 3choptinvest.com
- LinkedIn @3chopt-investment-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $176,365,962 | 5 | July 5, 2022 |
| October 2023 | $404,791,233 | 5 | July 21, 2023 |
| October 2024 | $628,525,063 | 5 | September 20, 2024 |
| October 2025 | $739,134,834 | 6 | March 14, 2025 |
| October 2026 | $889,374,393 | 7 | March 24, 2026 |

Regulatory assets under management: $176,365,962 in the October 2022 data and $889,374,393 in the October 2026 data, up 404%.
Total employees: 5 in October 2022 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 4.
- Regulatory assets under management went from $739,134,834 to $889,374,393 (+20%).
- Registered or notice-filed in FL, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. 3CHOPT Investment Partners LLC (CRD 319125): Form ADV filing data as of October 2026.