Charger Investment Partners LP

Fee-Only (% of Portfolio)

Charger Investment Partners manages privately offered pooled investment vehicles, including private equity funds and small business investment companies. Charger focuses on value-based, lower middle-market investments in sectors such as manufacturing, consumer products, hospitality, and business services. Charger provides investment advisory services to the funds by identifying and evaluating opportunities, negotiating transaction terms, managing portfolio companies, and executing dispositions. Charger does not provide personalized investment management or financial planning services to individual retail clients.

Assets Under Management$870M
Clients9
AdvisorsN/A
Avg. per Client$96M
Avg. per AdvisorN/A

Fee Structure

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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