CHARITABLE FOUNDATION SERVICES LLC

CHARITABLE FOUNDATION SERVICES LLC of GREENWICH, CT is an SEC-registered investment adviser (CRD 140125). Regulatory assets under management: $2.5M.

Registration

• CRD: 140125
• SEC file number: 801-67084
• Type: Registered investment adviser
• Location: 640 WEST PUTNAM AVENUE, 3RD FLOOR, GREENWICH, CT, 06830
• Phone: 203-554-8483
• Latest filing: 2026-03-24
• Regulatory AUM: $2.5M
• Discretionary AUM: $2.5M
• Clients: 1
• Accounts: 1

Business model

Compensation: Other.

Clients served: High net worth, Pooled vehicles.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 140125 on SEC IAPD (source of record)
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