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Fund Manager

Chicory Wealth

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Chicory Wealth

Fund Manager

Primary Strategy: Private Equity

Year Founded: 2017

Number of Employees: 18

Ownership: Privately Held

Year End: December

Description

Chicory Wealth is a fee-only private wealth advisory practice with the aim of helping our clients “integrate money and meaning.” We provide financial life planning and socially conscious investing to individuals and nonprofit organizations across the country. We focus on sustainable and Environmental, Social and Governance (ESG) screened investments and are a Certified B Corporation. For more inf

Contact

Website: Link to website

LinkedIn: linkedin.com/company/chicory-wealth

Date

As of: September 30, 2025

Key Metrics

See data over time

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Business mix

Mix of Private Fund AUM ($M)

By geography
By strategy
By fund size
By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

Chart view

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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