Mandate & appetite
- Preferred strategies
- Cryptocurrency & Blockchain, Fixed Income, Hedge Funds, Infrastructure, Private Credit, Private Equity, Public Equities, Thematic GrowthValue Add
- Target geographies
- GlobalNorth America
- Typical ticket
- $2m–$10m
- AUM
- $840M
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Chicory Wealth is a private wealth advisory firm specializing in financial life planning and socially conscious investing, committed to aligning clients' resources with their personal values and vision for a sustainable future. The firm operates with a focus on individual investors and non-profits, aiming to integrate financial well-being with meaningful outcomes.
Unlock mandates & allocation signals
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- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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