Checketts Partners Investment Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 161204
- Registered since
- June 20, 2025
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Checketts Partners Investment Management, LLC is a privately owned limited liability company that operates as a private equity fund manager and SEC-registered adviser (registered in 2025). The firm focuses on serving institutional clients by providing portfolio management for pooled investment vehicles and also functions as sponsor, general partner and managing member of those vehicles. Its business model is fee-based, charging a percentage of assets under management. The firm is not positioned as a broad capital allocator — its activities center on managing and operating pooled private equity funds rather than offering multi-product retail wealth management or pension consulting. Checketts Partners does not identify as an active ESG investor and is not listed as a multi-state adviser.
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
Owners & executives
1 of 1James Abry
Chief Compliance Officer And Chief Financial OfficerCRD 6024950
Contacts
1 of 1David Checketts
CRD 6024948
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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