This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$7.6MItem 5.F on the latest filing (2026-01-28); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$7.6M

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$3.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

2

Offices

2Schedule D 1.F, beyond the principal office

Accounts

1

Individual clients

0

High net worth clients

0

SEC number

801-118488

CRD

308031

Filings on the tape

12

First filed

Mar 20, 2020

Latest filed

Jan 28, 2026

Organised

Limited Liability Company, VA

Website

channelinvestmentpartners.com

• Occurred

  Mar 20, 2020
  First Form ADV filing

  Channel Investment Partners Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:823a2e8f-b43f-8807-8152-1ba7ceffaf03

First observed

Mar 20, 2020

Last observed

Jan 28, 2026 7 months ago

Source families

Federal regulator filings

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.