Ch Global Capital Management, Llc
- Regulatory AUM
- $529M
- Discretionary
- $326M
- Clients
- 23
- Avg AUM / client
- $23.0M
- Accounts
- 48
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Jul 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 8 | $48.4M | 9.14% |
| Pooled investment vehicles (non-investment companies) | 1 | $35.5M | 6.71% |
| Corporations and other businesses | 14 | $445M | 84.1% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $36.2M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Ch Special Opportunities I Lp | Private Equity Fund | Cayman Islands | $36.2M | 27 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Chomnalez, Pedro | Partner | Sep 2014 (12y) | ≈ 37.5% – 75% via Ch Global Holdings, Llc | |
| Herrera, Maria, Alejandra | Partner, Chief Investment Officer, Chief Compliance Officer | Sep 2014 (12y) | ≈ 37.5% – 75% via Ch Global Holdings, Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ch Global Holdings, Llc | Member | May 2017 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Chomnalez, Pedro: 50% – 75% of Ch Global Holdings, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Herrera, Maria, Alejandra: 50% – 75% of Ch Global Holdings, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $36.2M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Ch Special Opportunities I Lp | Private Equity Fund | $36.2M | $1.0M | 27 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.21 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Goldman Sachs $340M (64% of AUM) Mar 2026
- Morgan Stanley $17.7M (4% of AUM) May 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 30, 2026.
View current Form ADV (SEC/IAPD) ↗