Charleston Equity Partners provides investment advice to the Charleston Opportunity Zone Fund LLC, focusing on real property investments within qualified opportunity zones. They advise on asset acquisition, investment approval, asset disposition, and tax benefits. Charleston Equity Managers, an affiliate, handles the day-to-day operations of the Fund.
Assets Under Management$8.7M
Clients1
Advisors1
Avg. per Client$8.7M
Avg. per Advisor$8.7M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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