Charleston Equity Partners, LLC
Firm details
- Headquarters
- Charleston, South Carolina
- CRD number
- 300228
- Website
- charlestonequitypartners.com
- Fee structure
- Other
- Client types
- Pooled Investment Vehicles100%
Firm profile
FINTRXOverview
Charleston Equity Partners, LLC is an institutional registered investment adviser organized as an LLC and owned by an individual. The firm’s client focus is institutional, and it reports a nonstandard fee arrangement (listed as "Other"). It is not positioned as a capital allocator and is not identified as an active ESG investor. The firm does not operate as a multi-state adviser and is not described as a pension consultant or a related adviser. An industry affiliation noted in the record indicates the firm sponsors limited partnerships (excluding pooled investment vehicles), which aligns with its alternative-investment activity.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Mark Sofge
Chief Compliance OfficerCRD 3133659

Tim Monks
CFOCRD 6630509
Contacts
2 of 2Michael Messner
MemberCRD 1400545

Walter Hall
Founding PrincipalCRD 6630508
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charleston, SC
Charleston
Location
Charleston, SC
Headquartered in Charleston, SC, in the South of the United States.
- Region
- South
- County
- Charleston
- Address
- 460 King St
- Time zone
- ET (UTC-5)
- Office locations
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