Advisor at Chalk Creek Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Chalk Creek Partners, LLC
Location
Fort Worth, TX
Credentials
CFA®, Series 63
Industry experience
6 years
Carlisle Wysong is the sole advisor at Chalk Creek Partners, LLC in Fort Worth, TX. He holds the CFA® designation and Series 63 license and has six years of industry experience, including five years at Carrhae Capital and a year spent traveling. Chalk Creek Partners, LLC is a solo registered investment adviser managing approximately $29 million in assets. The firm serves individuals, trusts, limited partnerships, charitable organizations, and corporate clients, employing a combination of fundamental, technical, and quantitative analysis with both long-term and short-term strategies. It also acts as investment manager and co-investment advisor to a private pooled vehicle, the Chalk Creek Total Return Fund, LP, which pursues long/short, multi-asset approaches.
Based on Chalk Creek Partners, LLC
$0+: 1.00% annually for Investment Supervisory Services (ISS) Individual Portfolio Management (typical flat rate) $1,000,000+: Performance-based fee of 20% of net profits above high-water mark (may be combined with or replace management fee)
20% of net profits above the account's previous high-water mark; typically requires $1,000,000 minimum assets under management; may be sole fee or combined with management fee
Account minimum: $1,000,000 minimum for performance-based fee accounts (negotiable in some cases)
Fort Worth, TX
Louisiana · Texas
Chalk Creek Partners Llc
2017 - Present (9 years)
N/A Traveling
2016 - 2017 (1 year)
Carrhae Capital
2011 - 2016 (5 years)
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Is active or affiliated with:
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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CFP®
Fort Worth, TX
Waymaker Financial Planning
Michelle Vargas, Certified Financial Planner™ is the President of Waymaker Financial Planning, a Fee-Only firm that provides transparent and accessible financial guidance. She enjoys helping clients navigate and plan all aspects of their financial life so that they will worry less about their future and free up more time to spend doing what they love. After earning a degree in Finance from the University of Southwestern Louisiana in 1990, she moved to Florida and started her career with Harcourt Brace Publishing. Her journey into personal finance began when she signed up for her 401K and wanted to learn about additional options to plan for retirement. This eventually led to working as a financial advisor and completing the extensive education requirements for becoming a CFP® in 1998. She believes her experience as a young professional searching for unbiased advice enables her to better serve Gen XY professionals because she remembers what it was like being in their shoes. As a former homeschool parent and the wife of a federal employee, she is passionate about helping women, homeschool families, and federal workers plan wisely for a comfortable financial future. In her spare time, she enjoys hiking in Colorado, barbecuing with family, and working in her garden.
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