Charlton Management, LLC
Firm details
- Headquarters
- Clawson, Michigan
- CRD number
- 341804
- Registered since
- August 5, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Charlton Management, LLC is a limited liability company registered with the SEC in 2026 that is classified in FINTRX as an institutional registered investment adviser. The firm is newly formed and is not designated as a multi-state adviser or an active ESG investor. Its stated advisory activity is portfolio management for pooled investment vehicles. Compensation includes both a percentage-of-assets component and performance-based fees, a combination commonly used by managers of private funds. FINTRX characterizes Charlton Management as not acting as a capital allocator and it is not listed as a pension consultant or related adviser. The available records do not disclose the firm's client segments, target investor types, or specific investment strategies.
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
Location
Clawson, MI
Oakland
Location
Clawson, MI
Headquartered in Clawson, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 851 W Maple Rd
- Time zone
- ET (UTC-5)
- Office locations
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