Chadler Investment Advisory Solutions, LLC (Fairfield)


Chadler Investment Advisory Solutions, LLC is a large advisory firm based in Fairfield. It manages $112.63 million of regulatory assets for 33 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of New Jersey.

Chadler Investment Advisory Solutions provides pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Chadler Investment Advisory Solutions: assets under management

The assets under management (AUM) of Chadler Investment Advisory Solutions, LLC is $112.63 million. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in investment and business development companies the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Chadler Investment Advisory Solutions, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients George J Yost serves?

The only and largest group of clients of George J Yost is pension and profit sharing plans with 33 clients and $112.63 million of assets under management. Among the 10 most similar advisory firms, Chadler Investment Advisory Solutions has the highest percentage of pension and profit sharing plans out of all clients.

The amount of regulatory assets under management is $112.63 million for 33 clients. None of the firm’s clients are foreign persons or businesses.

Chadler Investment Advisory Solutions doesn't advise any private funds.

Careers at Chadler Investment Advisory Solutions, LLC

The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

George J Yost has been acting as President since 1 Jan 2015. Acrisure Holdings Inc. joined the executive team most recently as the Shareholder.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Acrisure Llc Member 1 Aug 2006 75% - 100% 26-3554645
Scott Brian Rappoport President and chief compliance officer 1 Jan 2015 Other 1352073
Michael Joseph Iannaconi Chief executive officer 1 Jan 2015 Other 4445552
George J Yost Chairman 1 Jan 2015 Other 5156758
Richard Werley Partner 1 Jan 2015 Other 6457624
Bradley Scott Erickson Partner 1 Jan 2015 Other 1484723
Michael Boggio Partner 1 Jan 2015 Other 6457630
George William Yost Chairman 1 Jan 2015 Other 5156758
Richard Lindsey Werley Member 1 Jan 2015 Other 6457624
Michael Richard Boggio Member 1 Jan 2015 Other 6457630
Mark Todisco Chief operating officer 1 Feb 2016 Other 6457619
Mark Wayne Todisco Chief operating officer 1 Feb 2016 Other 6457619
Scott Brian Rappoport President, chief investment officer and chief compliance officer 1 Aug 2016 Other 1352073
Acrisure Llc Member 1 Aug 2016 75% - 100% 26-3554645

Indirect Owners

The SEC currently registers 8 indirect owners.

Name Entity Date acquired Ownership Employer ID
Acrisure Intermediate Inc. Shareholder 1 Aug 2016 75% - 100% 80-0897443
Acrisure Holdings Inc. Shareholder 1 Aug 2016 75% - 100% 00-0000000
Genstar Acrisure Holdings Lp Shareholder 1 Aug 2016 25% - 50% 46-2123804
Acrisure Holdings Inc. Shareholder 1 Nov 2016 75% - 100% 46-2100377
Llc Acrisure Investors Fo Member 1 Nov 2016 50% - 75% 81-4214169
Llc Acrisure Investors So Member 1 Nov 2016 25% - 50% 81-4214704
L.P. Abry Partners Viii Member 1 Nov 2016 25% - 50% 46-5617304
Llc Acrisure Investment Holdings Shareholder 1 Nov 2016 75% - 100% 81-4213945

Based in Fairfield

The principal office where Chadler Investment Advisory Solutions, LLC performs its advisory services is located at 100 Passaic Avenue, Fairfield, NJ 07004, which is also the mailing address of the firm. An additional office of the firm is in Ft. Lauderdale, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 732-595-2200 or by fax 732-875-1189. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at chadlersolutions.com.