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Charbeth Advisory L.L.C.

EST. AUM
$370,000,000

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CLIENT ACCOUNTS
1

Firm Details

Metro area Stamford
CRD Number 342682
Website charbeth-advisory.com
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Overview

Charbeth Advisory L.L.C. is a Connecticut-based investment adviser formed in 2025 and principally owned by Xavier Vegas and his spouse, Elisa Thielen Vallenilla. The firm provides discretionary investment advisory services to a single family office client through a separately managed account. As of May 2026, the firm managed approximately $370 million in regulatory assets under management, with Mr. Vegas solely responsible for its operations and advisory activities.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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