CHARTLINE CAPITAL PARTNERS
Firm details
- Headquarters
- WILMINGTON, Delaware
- CRD number
- 286520
- Registered since
- February 8, 2017
- Website
- www.chartline.com
Firm profile
FINTRXOverview
Chartline Capital Partners, LLC is a privately held adviser that has been SEC-registered since 2017. The firm operates primarily as a sponsor and serves as general partner/managing member for pooled investment vehicles rather than as a traditional multi-state advisory firm. Public disclosures indicate an individual owner and classify the business as an unclassified entity. Chartline is not identified as an active ESG investor and does not present itself as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2PHILLIP STERN
Co-FounderCRD 5652488
BENJAMIN DUPONT
Co-Founder & Managing DirectorCRD 5700212
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WILMINGTON, DE
NEW CASTLE
Location
WILMINGTON, DE
Headquartered in WILMINGTON, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- South
- County
- NEW CASTLE
- Address
- 1105 N Market St
- Time zone
- ET (UTC-5)
- Office locations
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