Chi-rho Financial, LLC

Chi Rho Financial, LLC is a Georgia Limited Liability Company established in 2000 by Mr. Joseph B. Hurley IV. The firm specializes in managing five private investment funds, including Dunwoody Partners, Piedmont Partners, Stone Mountain Partners, and Chi Rho Multi-Strategy Master Fund. These funds are managed according to specific investment objectives outlined in their offering memoranda. As of December 31, 2024, the firm managed over $1.1 billion in assets across its funds on a discretionary basis, with an additional $12.7 million in a managed account on a non-discretionary basis. Chi Rho Financial charges management fees based on the assets under management and may assess higher or lower fees at its discretion. The firm also receives performance-based fees from two of its funds, which may incentivize riskier investments. Clients of Chi Rho Financial are limited to the funds and one high net worth individual managed account. The firm's investment strategy focuses on selecting talented managers to generate returns while minimizing risk, primarily investing in private investment partnerships and collective investment vehicles. Chi Rho Financial operates under a code of ethics, ensuring compliance with securities laws and maintaining client confidentiality. The firm does not serve as the custodian of fund assets but maintains constructive custody and ensures regulatory compliance through annual audits. Clients entrust Chi Rho Financial with broad investment discretion, and the firm votes on client securities to maximize shareholder value when necessary.