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FIRM PROFILE
Overview
CHTP MANAGEMENT SERVICES INC. is located at 129 South Street, 4th Floor, Boston, MA 02111. CHTP MANAGEMENT SERVICES INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of CHTP MANAGEMENT SERVICES INC.’s clients are individuals and 0% of their clients are high net worth individuals. CHTP MANAGEMENT SERVICES INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at CHTP MANAGEMENT SERVICES INC. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access CHTP MANAGEMENT SERVICES INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at CHTP MANAGEMENT SERVICES INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
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Understanding the Statistics for CHTP MANAGEMENT SERVICES INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
129 South Street 4th Floor, Boston, MA, 02111
(781) 228-5228
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| PHILLIPS, JOSHUA, S | PRESIDENT, CHTP MANAGEMENT SERVICES INC. | 06/2006 | 6048168 |
| ZAVERI, DARSHANA | MEMBER AND MANAGER, CHV GP, LLC | 01/2011 | 6048197 |
| PHILLIPS, JOSHUA, S | MEMBER AND MANAGER, CHV GP, LLC | 02/2008 | 6048168 |
| PHILLIPS, JOSHUA, S | MEMBER AND MANAGER, CHV PMI GP, LLC | 04/2010 | 6048168 |
| VIGODA, ROBERT | MEMBER AND MANAGER, CHV GP, LLC | 02/2008 | 6048186 |
| VIGODA, ROBERT | MEMBER AND MANAGER, CHV PMI GP, LLC | 04/2010 | 6048186 |
| MCCAFFERTY, KEVIN | MEMBER AND MANAGER, CHV GP, LLC | 02/2008 | 6048182 |
| MCCAFFERTY, KEVIN | MEMBER AND MANAGER, CHV PMI GP, LLC | 04/2010 | 6048182 |
| ZAVERI, DARSHANA | MEMBER AND MANAGER, CHV PMI GP, LLC | 04/2010 | 6048197 |
| PHILLIPS, JOSHUA, S | MEMBER AND MANAGER, CHV I GP, LLC | 05/2012 | 6048168 |
| ZAVERI, DARSHANA | MEMBER AND MANAGER, CHV I GP, LLC | 05/2012 | 6048197 |
| MCCAFFERTY, KEVIN | MEMBER AND MANAGER, CHV I GP, LLC | 05/2012 | 6048182 |
| VIGODA, ROBERT | MEMBER AND MANAGER, CHV I GP, LLC | 05/2012 | 6048186 |
| MACKEY, DAVID, HAMILTON | CHIEF FINANCIAL OFFICER, CHTP MANAGEMENT SERVICES INC. | 10/2021 | 5394841 |
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Advisor's working at CHTP MANAGEMENT SERVICES INC.
Quinten Smith
Jason Guo Quan Fang
Boris Markovich Kagarlitskiy
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