# Chalk Creek Partners, LLC

> Chalk Creek Partners, LLC is a state-registered investment advisory firm, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 4, 2026.

- CRD: 305270
- Filed as: CHALK CREEK PARTNERS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: January 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/305270
- AdvisorCensus page: https://advisorcensus.com/firm/chalk-creek-partners-llc-305270

## Quick answers

**How is Chalk Creek Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Chalk Creek Partners, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Chalk Creek Partners, LLC registered with the SEC or a state?**
Chalk Creek Partners, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 305270.

**How much does Chalk Creek Partners, LLC manage?**
Chalk Creek Partners, LLC reports $29,000,000 in regulatory assets under management in its Form ADV filing dated January 4, 2026 (100% discretionary).

**What types of clients does Chalk Creek Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14); high net worth individuals (11); corporations or other businesses not listed above (3).

**Does Chalk Creek 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/305270

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $29,000,000
- Discretionary: $29,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $11,100,000 |
| High net worth individuals | 11 | $7,000,000 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $6,000,000 |
| Corporations or other businesses not listed above | 3 | $4,900,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2019 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- chalkcreekpartners.com
- LinkedIn @carlisle-wysong-845459164
- X @ccwysong

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Chalk Creek Partners, LLC (CRD 305270): Form ADV filing data as of October 2026.