Full text of CHESTNUT SECURITIES, INC.'s X-17A-5 filed 2026-03-13 (period 2025-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ ## **CHESTNUT PARTNERS, INC. SEC FILE NO.: 8-48226** FINANCIAL ST A TEMENTS AND SUPPLEMENT AL INFORMATION FOR THE YEAR ENDED DECEMBER 31, 2025 FILED IN ACCORDANCE WITH RULE 17a-5(e)(3) AS A PUBLIC DOCUMENT {1}------------------------------------------------ #### **NOTES TO FINANCIAL STATEMENTS** #### **DECEMBER 31, 2025** ### Table of Contents | Facing Page | 1 | |---------------------------------------------------------|---| | Oath or Affirmation | 2 | | Report of Independent Registered Public Accounting Firm | 3 | | Statement of Financial Condition | 4 | | Notes to Financial Statement | 5 | {2}------------------------------------------------ **UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549** # **ANNUAL REPORTS FORM X-17A-5** ## **PART** Ill **FACING PAGE** **Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934** FILING FOR THE PERIOD BEGINNING **O 1/01 /25** AND ENDING **12/31 /25** MM/DD/YY MM/DD/VY **A. REGISTRANT IDENTIFICATION** NAME oF FIRM : Chestnut Partners, Inc. TYPE OF REGISTRANT (check all applicable boxes): ~ Broker-dealer □ Security-based swap dealer □ Major security-based swap participant D Check here if respondent is also an OTC derivatives dealer ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) # One Financial Center, 24th Floor | Boston<br>{City) | (State) | Massachusetts | 02111 | |-------------------------------------------------------------------------------------------------------|------------------------------------------------------------|-----------------|-----------------------| | | | | | | | | | {Zip Code) | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | Albert A. Holman 111 | 617-832-8600 | | aholman@chestnutp.com | | {Name) | (Area Code - Telephone Number) | (Email Address) | | | | B. ACCOUNTANT IDENTIFICATION | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing*<br>PKF O'Connor Davies, LLP | (Name - if individual, state last, first, and middle name) | | | | 155 Federal Street, Suite 200 Boston | | MA | 02110 | | (Address) | (City) | (State) | (Zip Code) | | | | 127 | | | September 29, 2003 | | | | | te of Reg;,t,atloo w;th PCAOB)(;f applicable)<br>r | | | | \* Claims for exemption from the requirement that the annual reports be covered by the reports of an independent public accountant must be supported by a statement of facts and circumstanc…Read the full text as markdown