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Private equityFirmbuyout · probablelower middle market

Chicory Wealth

Private Equity

Chicory Wealth combines financial life planning with socially conscious investing — helping individuals and nonprofits align money with values.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:85dcf9e1-1619-45dd-b3c0-85f5666bc774

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 1:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 26
Dated events: 8
On other graphs: 1
Observed: Sep 13, 2026 to Sep 17, 2026
29 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

CHICORY WEALTH

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 1
PE funds: 1
Vintages: 2021 to 2021
PE GAV, 2024 filing: $7.2Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $632M
Investments: 4
Active investments: 0
Size band: LOWER MIDDLE MARKETderivedproxy: $0.01bn Private Equity Fund GAV on the Form ADV filed 2024-10-29
Latest ADV filing: Oct 29, 2024
Employees (ADV): 18
Website: chicorywealth.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV	LPs
Chicory Alpha Fund	2021	Unknown	Private Equity Fund	n/a	$7.2M	0

Investments

Company	State	Role	Control	Invested	Exited	Status
Webinar September 29	n/a	unknown	unknown	n/a	n/a	unknown
How to Support Local Communities With Your Fixed-Income Strategy	n/a	unknown	unknown	n/a	n/a	unknown
US companies use emissions data for energy efficiency	n/a	unknown	unknown	n/a	n/a	unknown
(Podcast) Living Authentically After Transitioning with Max Kulyk	n/a	unknown	unknown	n/a	n/a	unknown

Relationships

Employs (19)

→ Sam SilbersteinPersonTax Advisor
factThe subject's own site
→ Heike LautenschlaegerPersonFinancial Advisor
factThe subject's own site
→ Keith BradyPersonTax Advisor
factThe subject's own site
→ Liv GagnonPersonMarketing & Social Responsibility Manager
factThe subject's own site
→ Brad HagerPersonTax Advisor
factThe subject's own site
→ Emily FrancePersonClient Service Associate
factThe subject's own site
→ Emily DeerPersonFinancial Advisor
factThe subject's own site
→ Jeff AudiPersonTax Advisory Manager, Partner
factThe subject's own site
→ Eric Benzel-WardPersonFinancial Advisor
factThe subject's own site
→ Christian GiadolorPersonInvestment Analyst
factThe subject's own site
→ Jacob Edward NewcomerPersonFinancial Advisor
Jul 1, 2020 to presentfactForm ADV, The subject's own site
→ Kelly McShanePersonFinancial Advisor
factThe subject's own site
→ Rosanna Marie NeilPersonFinancial Advisor, Partner
factThe subject's own site
→ Western MAPersonFinancial Advisor
factThe subject's own site
→ Margaret Ann KulykPersonTrustee
Dec 1, 2017 to presentfactForm ADV
→ Mary Barbara ShaltisPersonOwner/Executive/Senior/Financial Planner
Sep 1, 2018 to presentfactForm ADV
→ James Russell HadawayPersonChief Compliance Officer
Jun 1, 2019 to presentfactForm ADV
→ Daniel Colin McnabbPersonPortfolio Manager
Jul 1, 2020 to presentfactForm ADV
→ Daniel Robert KirslisPersonFinancial Advisor
Jul 1, 2020 to presentfactForm ADV

Invested in (4)

→ Webinar September 29Companyunknown
factThe subject's own site
→ How to Support Local Communities With Your Fixed-Income StrategyCompanyunknown
factThe subject's own site
→ US companies use emissions data for energy efficiencyCompanyunknown
factThe subject's own site
→ (Podcast) Living Authentically After Transitioning with Max KulykCompanyunknown
factThe subject's own site

Manages (1)

→ Chicory Alpha FundFundPrivate Equity Fund
Apr 27, 2021 to presentfactForm ADV

Owns (1)

← Farley Kulyk Family Living TrustFirmOwner
Dec 1, 2017 to presentfactForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Aug 19, 2026
Firm news
Advisors Reveal Their Favorite Sectors and Managers Among Impact Investments Now
The subject's own siteobserved 2 days ago
Occurred
Jul 1, 2020
Person joined
Jacob Edward Newcomer joined Schedule A of Chicory Wealth as Financial Advisor
Form ADVobserved 5 days ago
Occurred
Jul 1, 2020
Person joined
Daniel Colin Mcnabb joined Schedule A of Chicory Wealth as Portfolio Manager
Form ADVobserved 5 days ago
Occurred
Jul 1, 2020
Person joined
Daniel Robert Kirslis joined Schedule A of Chicory Wealth as Financial Advisor
Form ADVobserved 5 days ago
Occurred
Jun 1, 2019
Person joined
James Russell Hadaway joined Schedule A of Chicory Wealth as Chief Compliance Officer
Form ADVobserved 5 days ago
Occurred
Sep 1, 2018
Person joined
Mary Barbara Shaltis joined Schedule A of Chicory Wealth as Owner/Executive/Senior/Financial Planner
Form ADVobserved 5 days ago
Occurred
Oct 30, 2017
Adviser first adv filing
Chicory Wealth first filed Form ADV in the extract (IA)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Apr 27, 2021
Chicory Alpha Fund first reported on Form ADV by Chicory Wealth (Private Equity Fund), GAV $2,951,000

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Sam Silberstein
Tax Advisor · Revealable: 1 professional profile (firm website)
Heike Lautenschlaeger
Financial Advisor · Revealable: 1 professional profile (firm website)
Keith Brady
Tax Advisor · Revealable: 1 professional profile (firm website)
Liv Gagnon
Marketing & Social Responsibility Manager · Revealable: 1 professional profile (firm website)
Brad Hager
Tax Advisor · Revealable: 1 professional profile (firm website)
Emily France
Client Service Associate · Revealable: 1 professional profile (firm website)
Emily Deer
Financial Advisor · Revealable: 1 professional profile (firm website)
Jeff Audi
Tax Advisory Manager, Partner · Revealable: 1 professional profile (firm website)
Eric Benzel-Ward
Financial Advisor · Revealable: 1 professional profile (firm website)
Christian Giadolor
Investment Analyst · Revealable: 1 professional profile (firm website)
Jacob Edward Newcomer
Financial Advisor · Revealable: 1 professional profile (firm website)
Kelly McShane
Financial Advisor · Revealable: 1 professional profile (firm website)
Rosanna Marie Neil
Financial Advisor, Partner · Revealable: 1 professional profile (firm website)
Western MA
Financial Advisor · Revealable: 1 professional profile (firm website)

Also named here, with no published line of their own (reach them through the firm): Margaret Ann Kulyk (Trustee), Mary Barbara Shaltis (Owner/Executive/Senior/Financial Planner), James Russell Hadaway (Chief Compliance Officer), Daniel Colin Mcnabb (Portfolio Manager), Daniel Robert Kirslis (Financial Advisor).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:85dcf9e1-1619-45dd-b3c0-85f5666bc774
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 47 h ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Chicory Wealth

Private Equity

Chicory Wealth combines financial life planning with socially conscious investing — helping individuals and nonprofits align money with values.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:85dcf9e1-1619-45dd-b3c0-85f5666bc774

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 1:37 PM UTC and rebuilt at most every 15 minutes.

Fund

Vintage

Lifecycle

ADV type

Form D sold

GAV

LPs

Chicory Alpha Fund

2021

Unknown

Private Equity Fund

n/a

$7.2M

Company

State

Role

Control

Invested

Exited

Status

Webinar September 29

n/a

unknown

n/a

unknown

How to Support Local Communities With Your Fixed-Income Strategy

n/a

unknown

n/a

unknown

US companies use emissions data for energy efficiency

n/a

unknown

n/a

unknown

(Podcast) Living Authentically After Transitioning with Max Kulyk

n/a

unknown

n/a

unknown