Chestnut Capital, LLC

EST. AUM
$500,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area Denver
CRD Number
Website chestnutcapitalllc.com
Client types

Overview

Chestnut Capital, LLC is a life insurance advisory and wealth planning firm headquartered in Greenwood Village, Colorado. Established in 2021 by James Petrinovich, the company provides services primarily to high-net-worth individuals and family offices, with a focus on clients experiencing liquidity events such as business sales or large inheritances. The firm designs life insurance strategies for purposes including estate planning, tax management, executive retention, and business succession. Chestnut Capital works with a range of major life insurance carriers to offer customized policy solutions aimed at supporting long-term financial planning objectives. In addition to direct client services, the firm collaborates with investment bankers, business brokers, and M&A professionals to support post-transaction planning. The company emphasizes technical expertise and a consultative approach in delivering insurance-based financial planning services.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Chestnut Capital, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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