SEC Form ADV

CHARTWELL FAMILY OFFICE, LLC

Registered Investment AdviserCAERA
$57.6M
Assets Under Management
3
Total Clients
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Registration Details

Accession
crd-337312
Location
PALM DESERT, CA
Filing Date
July 1, 2025
AUM
$57.6M
Total Clients
3
Amendment
No

Client Types

Hedge Funds

Investment Strategies

ERA

Private Funds

3 private funds reported on Form ADV Schedule D 7.B.1, $57.6M in combined gross assets.

  • CHARTWELL FAMILY ETF FUND, L.P.Hedge Fund$31.6M
  • CHARTWELL FAMILY FUND TFI, L.P.Hedge Fund$17.9M
  • CHARTWELL FAMILY FUND, L.P.Hedge Fund$8.0M

About this Adviser

CHARTWELL FAMILY OFFICE, LLC is a registered investment adviser headquartered in PALM DESERT, CA, managing approximately $57.6M in assets across 3 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.