Chestnut Advisory Group

  • Professional Services software
  • Naples FL
  • 9 employees
  • Investment Management
Employee Directory Email Format Management Departments
Get Full Info

Company Overview

Website
chestnutadvisory.com
Phone
(941) 212-0298
Employees
9
Founded in
2014
Industry
Professional Services software
SIC Code
8741 - Management Services
More Details

Financials & Stats

Revenue

$3B

More Financials

Recent News & Media

Evaluating OCIOs & Solutions Providers: A Groundbreaking New Holistic Framework

  • Mar 11, 2025
  • prnewswire.com

The OCIO Industry is Substantially Larger than Previously Estimated

  • Jan 8, 2025
  • prnewswire.com

The OCIO Phenomenon Isn’t a Bad Thing. It’s Just Having Growing Pains.

  • Oct 1, 2024
  • institutionalinvestor.com

Russian Businessman Charged with Bribery by US

  • Aug 20, 2024
  • occrp.org

Largest OCIOs see scale as a friend. Others see an enemy.

  • Jul 11, 2024
  • pionline.com

Chestnut Advisory Group Launches Chestnut Solutions Institute™ to Help Strengthen the Investment Solutions Industry

  • May 31, 2023
  • businesswire.com

Who is Chestnut Advisory Group

Chestnut Advisory Group is a boutique management consulting firm based in Naples, Florida. The company employs 9 people and generates approximately $2.5 million in annual revenue. Chestnut Advisory Group specializes in providing bespoke advisory services to asset managers and investment solutions providers. Their areas of expertise include growth strategy, mergers and acquisitions, investment process and culture, products and solutions, implementation and go-to-market strategies, and distribution leadership coaching. Chestnut Advisory Group distinguishes itself through its focused approach, experienced advisors, and customized solutions. Their team consists of former investment industry leaders, allowing them to deeply understand the challenges faced by asset managers. Visit chestnutAdvisory.com or contact Chestnut Advisory Group directly for more information.

Company Leadership

Amanda Tepper

Managing Partner

Phone Email
Ravi Venkataraman

Managing Partner and Co-Owner

Phone Email
Jeff Kiker

Head of Operations

Phone Email

Chestnut Advisory Group Industry Tags

Investor Relations for Asset Managers
Comprehensive Investor Relations Programs
Capital-Raising Communications
Tailored Thought Leadership
Crisis Management Investor Relations
View All Industry Tags

Companies Similar to Chestnut Advisory Group

Analyze industry trends and opportunities by examining competitors and companies comparable to Chestnut Advisory Group, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in

Blue Diamond Ventures

 3M Chicago, IL

Indoor Harvest Corp

 3M Houston, TX

actively looking

 3M 16 Scottsdale, AZ 2009

360CRM

 3M 20 West Chester, PA

75 South Management Group

 3M 5 Atlanta, GA 2008
View More Companies

FAQ

What is the location of Chestnut Advisory Group's headquarters?
The headquarters of Chestnut Advisory Group are situated at 780 Fifth Avenue South, Suite 200, Naples FL
What is Chestnut Advisory Group's phone number?
Chestnut Advisory Group's contact number is (941) 212-0298.
What is Chestnut Advisory Group's official website?
The official website of Chestnut Advisory Group can be found at chestnutadvisory.com.
What is Chestnut Advisory Group's current revenue?
As of April 2023, Chestnut Advisory Group's annual revenue reached $3B.
How many employees does Chestnut Advisory Group currently have?
Chestnut Advisory Group employs approximately 9+ people as of April 2023
Which industries is Chestnut Advisory Group primarily operating in?
Chestnut Advisory Group operates in the following industries: Professional Services, Software, Investment Management
Who is the Managing Partner of Chestnut Advisory Group?
Chestnut Advisory Group's Managing Partner is Amanda Tepper
What are Chestnut Advisory Group's industry tags?
Chestnut Advisory Group's industry tags include: Investor Relations for Asset Managers, Comprehensive Investor Relations Programs, Capital-Raising Communications
When was Chestnut Advisory Group founded?
Chestnut Advisory Group was founded in 2014.

Employee Directory

Key Employees

Ravi Venkataraman

Managing Partner

Phone Email