CHARGER INVESTMENT PARTNERS LP
Adviser information for CHARGER INVESTMENT PARTNERS LP last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 15 |
|---|---|
| Investment Advisory/Research | 14 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 6 | $549.3M |
| Non-Discretionary | 0 | $0 |
| Total | 6 | $549.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 6 | $549.3M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-118489 |
|---|---|
| SEC ERA File Number | 801-118489 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 307191 |
| Legal Entity Identifier | None |
Principal Office
880 APOLLO STREETSUITE 347
EL SEGUNDO
CA
United States
Monday - Friday, 9:00 A.M.-5:00 P.M.
Tel: 310-372-5525, Fax: None
Chief Compliance Officer
JONATHAN SASSOON
VICE PRESIDENT OF FINANCE
880 APOLLO STREET
SUITE 347
EL SEGUNDO
CA
United States
Tel:
310-372-5525
Y***@*************M
(Full email address available in API data)
Regulatory Contact
CHRISTOPHER BOYLE
PARTNER
880 APOLLO STREET
SUITE 347
EL SEGUNDO
CA
United States
Tel:
310-372-5525
C**@*************M
(Full email address available in API data)
Industry Affiliates
| CHARGER INVESTMENT PARTNERS FUND I GP LP | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CHARGER AUTO WORKS LLC | Private Equity Fund | $102.4M | $0.5M | 12 |
| CHARGER COMPOSITE WORKS LLC | Private Equity Fund | $83.4M | $1.5M | 8 |
| CHARGER INVESTMENT PARTNERS FUND I LP | Private Equity Fund | $299.0M | $10.0M | 34 |
| CHARGER INVESTMENT PARTNERS FUND I-A LP | Private Equity Fund | $34.2M | $10.0M | 9 |
| CHARGER INVESTMENT PARTNERS FUND I-F LP | Private Equity Fund | $42.9M | $0.1M | 32 |
| SHORELINE AGGREGATOR LLC | Private Equity Fund | $117.0M | $1.0M | 9 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CHARGER HOLDINGS LLC | Domestic Entity | – | GENERAL PARTNER | 08/2019 | < 5% |
| BOYLE, CHRISTOPHER, JOSEPH | Individual | – | LIMITED PARTNER | 01/2020 | 25-50% |
| POLLACK, KIMBERLY, LOUISE | Individual | – | LIMITED PARTNER | 01/2020 | 5-10% |
| PERLMUTTER, AARON, MICHAEL | Individual | – | LIMITED PARTNER | 01/2020 | 25-50% |
| BOYLE, CHRISTOPHER, JOSEPH | Individual | CHARGER HOLDINGS LLC | MEMBER | 08/2019 | 50-75% |
| PERLMUTTER, AARON, MICHAEL | Individual | CHARGER HOLDINGS LLC | MEMBER | 08/2019 | 50-75% |
| SASSOON, JONATHAN | Individual | – | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT OF FINANCE | 03/2023 | < 5% |