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CRD 106174
SAVANNAH, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| CHATHAM SMALL CAP PARTNERSHIP I, LP | Other Private Fund | $39.5M | Mar 28, 2024 | 43 | Mar 27, 2012 | reported | 021-137383 |
| CHATHAM SMALL CAP INVESTMENT GROUP TRUST | Other Private Fund | $10.0M | Mar 28, 2024 | 13 | Mar 27, 2012 | reported | 021-137484 |
| CHATHAM BALANCED INVESTMENT GROUP TRUST | Other Private Fund | $4.2M | May 1, 2020 | 23 | Mar 27, 2012 | dropped | 021-137388 |
| CHATHAM DISTRESSED EQUITY OPPORTUNITY PARTNERSHIP, LP | Other Private Fund | $3.0M | Mar 29, 2012 | 17 | Mar 27, 2012 | dropped | 021-80151 |
| CHATHAM BALANCED PARTNERSHIP, LP | Other Private Fund | $2.0M | Mar 27, 2017 | 10 | Mar 27, 2012 | dropped | 021-137386 |
| CHATHAM DISTRESSED EQUITY OPPORTUNITY GROUP TRUST | Other Private Fund | $1.2M | Mar 29, 2012 | 18 | Mar 27, 2012 | dropped | 021-85726 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ALLEN, JASON, GARY | Principal | B | yes | 07/2014 | Aug 19, 2014 | Mar 28, 2024 |
| FIELITZ, BRUCE, DONALD | Principal | Na | yes | 05/1996 | Mar 27, 2012 | Mar 28, 2024 |
| FIELITZ, WILLIAM, JENKINS | Secretary | B | yes | 12/2003 | Mar 27, 2012 | Mar 28, 2024 |
| MULLER, FREDERICK, LAWRENCE | Principal | Na | yes | 05/1996 | Mar 27, 2012 | Mar 28, 2024 |
| MULLER, FREDERICK, REYNOLDS | CEO, CHIEF COMPLIANCE OFFICER | C | yes | 12/2003 | Mar 27, 2012 | Mar 28, 2024 |
| PALMER, PHILIP, BRADFORD | Chairman | C | yes | 12/2003 | Mar 27, 2012 | Mar 28, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| HILTON HEAD ISLAND | Sc | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $878M | $878M | 9 | 5 | 1 | 2 | n/a |
| 2024 | Apr 28, 2025 | $781M | $781M | 7 | 4 | 1 | 2 | n/a |
| 2023 | Mar 28, 2024 | $658M | $658M | 9 | 6 | 1 | 2 | $49.5M |
| 2022 | Mar 31, 2023 | $568M | $568M | 9 | 6 | 1 | 2 | $43.6M |
| 2021 | Mar 28, 2022 | $650M | $650M | 9 | 6 | 1 | 2 | $50.2M |
| 2020 | Mar 25, 2021 | $543M | $543M | 9 | 6 | 1 | 2 | $39.9M |
| 2019 | Mar 24, 2020 | $486M | $486M | 9 | 6 | 1 | 3 | $40.3M |
| 2018 | Mar 28, 2019 | $438M | $438M | 9 | 6 | 1 | 3 | $36.7M |
| 2017 | Mar 29, 2018 | $450M | $450M | 9 | 6 | 1 | 3 | $40.0M |
| 2016 | Mar 27, 2017 | $418M | $418M | 10 | 7 | n/a | 4 | $36.6M |
| 2015 | Mar 11, 2016 | $392M | $391M | 10 | 7 | n/a | 4 | $33.0M |
| 2014 | Mar 31, 2015 | $414M | $414M | 10 | 7 | n/a | 4 | $36.1M |
| 2013 | Mar 7, 2014 | $289M | $289M | 8 | 5 | n/a | 4 | $36.7M |
| 2012 | Feb 22, 2013 | $248M | $248M | 8 | 5 | n/a | 4 | $27.9M |
| 2011 | Mar 27, 2012 | $238M | $238M | n/a | n/a | n/a | 6 | $30.2M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $878M | $781M | 12.5% | $568M | 15.6% | 9 | 7 | 1 | 1 |