C
Chiarezza Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,799,557
Total clients
11
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
11
Average account size
$254,505
About
Chiarezza Capital Management provides customized investment management on a separate-account basis to individuals as well as to pension and profit-sharing plans, foundations, endowments, businesses, and trusts. The firm primarily invests in U.S.-listed equities and may also allocate to exchange-traded funds, foreign-listed equities, options contracts, and U.S. government securities as part of client portfolios.
The firm conducts fundamental analysis—both qualitative assessments of management and business models and quantitative financial-statement and valuation work—to construct concentrated equity portfolios typically holding 15 to 30 stocks across market capitalizations and sectors. Most positions are initiated with a 1–5 year investment horizon, and the firm may employ put options on broad equity indexes to hedge downside risk in client accounts.
Compared with many peers, Chiarezza combines a small, separately managed account platform with services for institutional clients such as plans and endowments, and it discloses the use of derivatives (index put options) within those managed accounts. The firm also provides quarterly client reporting and client letters, does not vote proxies on clients’ behalf, and follows a formal code of ethics consistent with CFA Institute standards.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
1.00% annually; billed quarterly at 0.25% per quarter in advance
Account minimum: $5,000,000 for negotiable fees Fee-only: Management fee only; no commissions or sales charges
Main office location
Chiarezza Capital Management, LLC
North Canton OH, United States
Number of offices
1
Most active in
Chiarezza Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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