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Private equityFirmcandidate pe · candidatelower middle market

CH Investment Partners, LLC

Private Equity

Dallas, TX

Welcome! CH Investment Partners is now Cresset Family Office. You have been redirected to the Cresset website.

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Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 18, 2026, 10:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 41
Dated events: 32
On other graphs: 1
Observed: Sep 13, 2026 to Sep 17, 2026
23 observations

Across DFX

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

RIA / Wealth Managementidentity

CH INVESTMENT PARTNERS, LLC

Registered adviser · shared crd

Facts

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

Funds: 18
PE funds: 9
Vintages: 2011 to 2023
PE GAV, 2024 filing: $320Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $5.1B
Investments: 0
Active investments: 0
Size band: LOWER MIDDLE MARKETderivedproxy: $0.32bn Private Equity Fund GAV on the Form ADV filed 2024-07-16
Stated sectors: financial_services
Latest ADV filing: Jul 16, 2024
Employees (ADV): 39
Website: chinvestments.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
Ch-Ip Private Equity 2023, L.P.	2023	Unknown	Private Equity Fund	n/a	$5.6M
Ch-Ip Private Equity 2021, LP	2021	Active deployment	Private Equity Fund	n/a	$39.1M
Orcdh Investors, L.L.C.	2021	Unknown	Other Private Fund	n/a	$4.4M
Blue Warehouse L.L.C.	2021	Wound down	Private Equity Fund	n/a	$0
Ch-Ip Direct Investment Fund II, LP	2021	Active deployment	Other Private Fund	n/a	$106M
Blue Investors L.L.C.	2021	Wound down	Private Equity Fund	n/a	$0
Orcc III Warehouse L.L.C.	2021	Unknown	Other Private Fund	n/a	$52.0M
Orcc III Investors, L.L.C.	2021	Unknown	Other Private Fund	n/a	$59.0M
Orcdh Warehouse L.L.C.	2021	Unknown	Other Private Fund	n/a	$11.9M
CHC Private Equity 2019, L.P.	2019	Active deployment	Private Equity Fund	n/a	$64.6M
CHC Direct Investment Fund I, L.P.	2019	Mature	Other Private Fund	n/a	$95.2M
Chcp Direct Investors, L.P.	2019	Active deployment	Other Private Fund	n/a	$209M
CHC Elements Fund, L.P.	2019	Harvest	Other Private Fund	n/a	$337,064
CHC Direct Syndicate Fund, L.P.	2019	Mature	Other Private Fund	n/a	$61.0M
CHC Private Equity 2017, L.P.	2017	Active deployment	Private Equity Fund	n/a	$108M
CHC Private Equity 2015, L.P.	2015	Mature	Private Equity Fund	n/a	$54.2M
Chcp Private Equity 2013, L.P.	2013	Unknown	Private Equity Fund	n/a	$37.2M
Chcp Private Equity 2011, L.P.	2011	Harvest	Private Equity Fund	n/a	$12.2M

Relationships

Employs (15)

→ Diane Lynn TobinPersonChief Operating Officer
Mar 1, 2019 to presentfactForm ADV
→ Merene Joseph MakilPersonChief Compliance Officer
Apr 1, 2023 to presentfactForm ADV
→ Benjamin BatesPersonVice President
May 1, 2022 to presentfactForm ADV
→ Jonah CavePersonVice President
May 1, 2022 to presentfactForm ADV
→ Michael Richard SilvermanPersonShareholder
Apr 1, 2019 to Mar 30, 2020inferenceForm ADV
→ Ashish MalhotraPersonVice President
Mar 1, 2019 to presentfactForm ADV
→ Tyler Shane BetheaPersonVice President
Mar 1, 2019 to presentfactForm ADV
→ Kirk Lynn RimerPersonLimited Partner
Aug 1, 2019 to presentfactForm ADV
→ Kevin Troy SedwickPersonVice President
Mar 1, 2019 to presentfactForm ADV
→ George Michael Kevin BryantPersonShareholder
Nov 1, 2010 to Mar 29, 2024inferenceForm ADV
→ Anne Lewis RaymondPersonShareholder
Nov 1, 2010 to Mar 29, 2024inferenceForm ADV
→ Tamara Ann HarpPersonChief Compliance Officer
Jul 1, 2019 to May 8, 2023inferenceForm ADV
→ Jared Landresse JohnsonPersonVice President
Mar 1, 2019 to Mar 31, 2022inferenceForm ADV
→ Allison K FlumePersonVice President
Mar 1, 2019 to Mar 26, 2021inferenceForm ADV
→ Phillip EcobPersonVice President
Mar 1, 2019 to Mar 26, 2021inferenceForm ADV

Manages (18)

→ Ch-Ip Private Equity 2023, L.P.FundPrivate Equity Fund
Mar 29, 2024 to presentfactForm ADV
→ Orcdh Warehouse L.L.C.FundHedge Fund
Feb 23, 2021 to presentfactForm ADV
→ Orcc III Warehouse L.L.C.FundHedge Fund
Feb 23, 2021 to presentfactForm ADV
→ Blue Investors L.L.C.FundPrivate Equity Fund
Apr 7, 2021 to presentfactForm ADV
→ Orcdh Investors, L.L.C.FundPrivate Equity Fund
Apr 7, 2021 to presentfactForm ADV
→ Orcc III Investors, L.L.C.FundPrivate Equity Fund
Apr 7, 2021 to presentfactForm ADV
→ Ch-Ip Private Equity 2021, LPFundPrivate Equity Fund
Jul 26, 2021 to presentfactForm ADV
→ Ch-Ip Direct Investment Fund II, LPFundPrivate Equity Fund
Jul 26, 2021 to presentfactForm ADV
→ CHC Elements Fund, L.P.FundHedge Fund
Nov 15, 2019 to presentfactForm ADV
→ Chcp Private Equity 2013, L.P.FundHedge Fund
Nov 15, 2019 to presentfactForm ADV
→ CHC Direct Syndicate Fund, L.P.FundHedge Fund
Nov 15, 2019 to presentfactForm ADV
→ CHC Private Equity 2015, L.P.FundHedge Fund
Nov 15, 2019 to presentfactForm ADV
→ Chcp Private Equity 2011, L.P.FundHedge Fund
Nov 15, 2019 to presentfactForm ADV
→ Chcp Direct Investors, L.P.FundHedge Fund
Nov 15, 2019 to presentfactForm ADV
→ CHC Direct Investment Fund I, L.P.FundHedge Fund
Nov 15, 2019 to presentfactForm ADV
→ CHC Private Equity 2019, L.P.FundHedge Fund
Nov 15, 2019 to presentfactForm ADV
→ CHC Private Equity 2017, L.P.FundHedge Fund
Nov 15, 2019 to presentfactForm ADV
→ Blue Warehouse L.L.C.FundHedge Fund
Feb 23, 2021 to presentfactForm ADV

Owns (7)

← OAK Lawn Capital Management, L.P.FirmManaging Member
Mar 1, 2019 to presentfactForm ADV
← Maple Avenue Capital Investors, L.P.FirmMember
Mar 1, 2019 to presentfactForm ADV
← OAK Lawn Capital Advisors, Inc.FirmGeneral Partner
Nov 1, 2010 to presentfactForm ADV
← Crow Holdings, L.P.FirmLimited Partner
Nov 1, 2010 to presentfactForm ADV
← Trammell S. Crow Family Branch Partnership, L.P.FirmLimited Partner
Dec 1, 2007 to presentfactForm ADV
← Harlan R. Crow Family Branch Partnership, L.P.FirmLimited Partner
Dec 1, 2007 to presentfactForm ADV
← I35advisors, Inc.FirmGeneral Partner
Aug 1, 2019 to presentfactForm ADV

Dated events

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

Occurred
Mar 29, 2024
Person left
Anne Lewis Raymond (Shareholder) no longer on Schedule A of CH Investment Partners, LLC
Form ADVobserved 5 days ago
Occurred
Mar 29, 2024
Person left
George Michael Kevin Bryant (Shareholder) no longer on Schedule A of CH Investment Partners, LLC
Form ADVobserved 5 days ago
Occurred
May 8, 2023
Person left
Tamara Ann Harp (Chief Compliance Officer) no longer on Schedule A of CH Investment Partners, LLC
Form ADVobserved 5 days ago
Occurred
Apr 1, 2023
Person joined
Merene Joseph Makil joined Schedule A of CH Investment Partners, LLC as Chief Compliance Officer
Form ADVobserved 5 days ago
Occurred
May 1, 2022
Person joined
Benjamin Bates joined Schedule A of CH Investment Partners, LLC as Vice President
Form ADVobserved 5 days ago
Occurred
May 1, 2022
Person joined
Jonah Cave joined Schedule A of CH Investment Partners, LLC as Vice President
Form ADVobserved 5 days ago
Occurred
Mar 31, 2022
Person left
Jared Landresse Johnson (Vice President) no longer on Schedule A of CH Investment Partners, LLC
Form ADVobserved 5 days ago
Occurred
Mar 26, 2021
Person left
Phillip Ecob (Vice President) no longer on Schedule A of CH Investment Partners, LLC
Form ADVobserved 5 days ago
Occurred
Mar 26, 2021
Person left
Allison K Flume (Vice President) no longer on Schedule A of CH Investment Partners, LLC
Form ADVobserved 5 days ago
Occurred
Mar 30, 2020
Person left
Michael Richard Silverman (Shareholder) no longer on Schedule A of CH Investment Partners, LLC
Form ADVobserved 5 days ago
Occurred
Aug 19, 2019
Adviser first adv filing
CH Investment Partners, LLC first filed Form ADV in the extract (IA)
Form ADVobserved 5 days ago
Occurred
Apr 1, 2019
Person joined
Michael Richard Silverman joined Schedule A of CH Investment Partners, LLC as Shareholder
Form ADVobserved 5 days ago

Show 20 bookkeeping events

Occurred
Sep 1, 2026
Adviser CRD 301481 is not on the SEC registered or exempt adviser roster of 2026-09-01
Occurred
Mar 29, 2024
Ch-Ip Private Equity 2023, L.P. first reported on Form ADV by CH Investment Partners, LLC (Private Equity Fund), GAV $5,556,438
Occurred
Mar 31, 2022
Fund 805-4361695990 no longer reported on Form ADV by CH Investment Partners, LLC
Occurred
Mar 31, 2022
Fund 805-7016533731 no longer reported on Form ADV by CH Investment Partners, LLC
Occurred
Jul 26, 2021
Ch-Ip Direct Investment Fund II, LP first reported on Form ADV by CH Investment Partners, LLC (Private Equity Fund), GAV $7,368,421
Occurred
Jul 26, 2021
Ch-Ip Private Equity 2021, LP first reported on Form ADV by CH Investment Partners, LLC (Private Equity Fund), GAV $2,033,333
Occurred
Apr 7, 2021
Orcdh Investors, L.L.C. first reported on Form ADV by CH Investment Partners, LLC (Private Equity Fund)
Occurred
Apr 7, 2021
Orcc III Investors, L.L.C. first reported on Form ADV by CH Investment Partners, LLC (Private Equity Fund)
Occurred
Apr 7, 2021
Blue Investors L.L.C. first reported on Form ADV by CH Investment Partners, LLC (Private Equity Fund)
Occurred
Feb 23, 2021
Orcc III Warehouse L.L.C. first reported on Form ADV by CH Investment Partners, LLC (Hedge Fund), GAV $50,782,012
Occurred
Feb 23, 2021
Orcdh Warehouse L.L.C. first reported on Form ADV by CH Investment Partners, LLC (Hedge Fund), GAV $17,864
Occurred
Feb 23, 2021
Blue Warehouse L.L.C. first reported on Form ADV by CH Investment Partners, LLC (Hedge Fund)
Occurred
Nov 15, 2019
Chcp Private Equity 2013, L.P. first reported on Form ADV by CH Investment Partners, LLC (Hedge Fund), GAV $36,247,232
Occurred
Nov 15, 2019
CHC Elements Fund, L.P. first reported on Form ADV by CH Investment Partners, LLC (Hedge Fund), GAV $11,268,125
Occurred
Nov 15, 2019
CHC Private Equity 2017, L.P. first reported on Form ADV by CH Investment Partners, LLC (Hedge Fund), GAV $11,110,979
Occurred
Nov 15, 2019
CHC Private Equity 2019, L.P. first reported on Form ADV by CH Investment Partners, LLC (Hedge Fund), GAV $2,604,390
Occurred
Nov 15, 2019
CHC Direct Investment Fund I, L.P. first reported on Form ADV by CH Investment Partners, LLC (Hedge Fund), GAV $26,588,790
Occurred
Nov 15, 2019
Chcp Direct Investors, L.P. first reported on Form ADV by CH Investment Partners, LLC (Hedge Fund), GAV $74,501,859
Occurred
Nov 15, 2019
CHC Private Equity 2015, L.P. first reported on Form ADV by CH Investment Partners, LLC (Hedge Fund), GAV $28,042,484
Occurred
Nov 15, 2019
CHC Direct Syndicate Fund, L.P. first reported on Form ADV by CH Investment Partners, LLC (Hedge Fund)

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 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Also named here, with no published line of their own (reach them through the firm): Diane Lynn Tobin (Chief Operating Officer), Merene Joseph Makil (Chief Compliance Officer), Benjamin Bates (Vice President), Jonah Cave (Vice President), Michael Richard Silverman (Limited Partner), Ashish Malhotra (Vice President), Tyler Shane Bethea (Vice President), Kirk Lynn Rimer (Limited Partner), Kevin Troy Sedwick (Vice President).

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