Charbeth Advisory L.L.C.
CRD 342682SEC# 801-136750
No longer SEC-registered. Charbeth Advisory L.L.C. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$370M
Employees
1
Accounts
1
Location
—
Charbeth Advisory L.L.C. assets under management
Charbeth Advisory L.L.C. operates as an SEC-registered investment adviser. It reports $370 million in regulatory assets under management and employs 1 people.
Charbeth Advisory L.L.C. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Elisa Thielen Vallenilla Control | Member | 50-75% | 2025 |
| Xavier Vegas Control | Managing Member; Chief Compliance Officer | 50-75% | 2025 |
Frequently asked questions
How much does Charbeth Advisory L.L.C. manage?
Charbeth Advisory L.L.C. reports $370 million in regulatory assets under management on its Form ADV.
How many employees does Charbeth Advisory L.L.C. have?
Charbeth Advisory L.L.C. reports 1 employees.
Does Charbeth Advisory L.L.C. disclose fund performance?
Charbeth Advisory L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | 9:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$370Mregulatory AUM
Discretionary $370M