Chestnut Advisory Group Overview

  • Service
  • Management Consultants

  • Year Founded
  • 2014

Year Founded

  • Employees
  • 7

Employees

  • Serviced Companies
  • 4

  • Serviced Investors
  • 2

Chestnut Advisory Group General Information

Description

Founded in 2014, Chestnut Advisory Group is a boutique, practitioner-led management consulting firm headquartered in Naples, Florida. The firm is dedicated to asset managers and investment solutions providers. The firm's consulting practice areas span products & solutions, distribution strategy, go-to-market strategy, M&A strategy, and implementation and coaching. The firm runs the Chestnut Solutions Institute, an independent forum for investment solutions providers and their partners, dedicated to advancing the future of the investment solutions industry.

Contact Information

Website
www.chestnutadvisory.com
Year Founded
2014
Service Provider Type
Management Consultants
Corporate Office
  • 780 Fifth Avenue South
  • Suite 200
  • Naples, FL 34102
  • United States
+1 (941)

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Chestnut Advisory Group Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Chestnut Advisory Group Team (5)

Name Title Deals Office
Amanda Tepper Founder & Managing Partner and Board Member Naples, FL
Ravi Venkataraman Managing Partner & Board Member Naples, FL
Michele Browne Executive Director, Chestnut Solutions Institute Naples, FL
Jeff Kiker Head of Operations Naples, FL
You’re viewing 4 of 5 team members. Get the full list »

Chestnut Advisory Group Board Members (2)

Name Representing Role Since
Amanda Tepper Chestnut Advisory Group Founder & Managing Partner and Board Member
Ravi Venkataraman Chestnut Advisory Group Managing Partner & Board Member
To view Chestnut Advisory Group’s complete board members history, request access »

Chestnut Advisory Group FAQs

  • When was Chestnut Advisory Group founded?

    Chestnut Advisory Group was founded in 2014.

  • Who is the founder of Chestnut Advisory Group?

    Amanda Tepper is the founder of Chestnut Advisory Group.

  • Where is Chestnut Advisory Group headquartered?

    Chestnut Advisory Group is headquartered in Naples, FL.

  • What is the size of Chestnut Advisory Group?

    Chestnut Advisory Group total number of employees/professionals is 7.

  • What service provider type is Chestnut Advisory Group?

    Chestnut Advisory Group's service provider type is Management Consultants.

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