CHARGER INVESTMENT PARTNERS LP

RIASEC RegisteredEst. 2020
Total AUM
$865M
Discretionary
$865M
100% of AUM
Avg account
$96.1M
Accounts
9
Employees
14
Advisory reps
4

Firm details

Headquarters
EL SEGUNDO, California
CRD number
307191
Registered since
May 18, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Charger Investment Partners LP is a limited partnership that functions primarily as a private equity fund manager and sponsor of pooled investment vehicles. The firm identifies institutional clients as its core base and focuses on underwriting, managing and administering private funds where it often serves as sponsor, general partner and managing member. Charger Investment Partners LP reports active ESG investing practices, and its fee model combines a percentage-of-AUM charge with performance-based fees tied to fund results. The adviser was registered with the SEC in 2020 and describes its advisory activity chiefly as portfolio management for pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • JONATHAN SASSOON

    Chief Compliance Officer & Vice PresidentCRD 5335687

Contacts

3 of 3
  • KIMBERLY POLLACK

    Founding PartnerCRD 7220762

  • CHRISTOPHER BOYLE

    Founding PartnerCRD 4485866

  • AARON PERLMUTTER

    Founding PartnerCRD 6046048

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

EL SEGUNDO, CA

LOS ANGELES

Location

EL SEGUNDO, CA

Headquartered in EL SEGUNDO, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
880 Apollo St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth