DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| INDIANAPOLIS, | $333M | 14 | 2020 | |||||
CHARTER CAPITAL MANAGEMENT, INC Registered adviser · RIA / Wealth · matched CHARTER CAPITAL MANAGEMENT, LLC · 801-16127 | BROOKFIELD, | $462M | 4 | 2012 | ||||
| · probable | Grand Rapids, | $134M | 16 | 2024 | ||||
| · probable | Mountain View, | $22.3M | 5 | 2 | 2016 | |||
| $46.1M | 2 | 2012 | ||||||
| ORLANDO, | $47.3M | 2012 | ||||||
| BEDMINSTER, | $25.5M | 2025 | ||||||
| DAYTONA BEACH, | $9.0M | 2026 | ||||||
| Atlanta, | 100 | |||||||
| Boston, | 91 | |||||||
| 1 | ||||||||
Charter Growth Capital Fund, L.P. Fund · Venture · matched Charter Credit Strategies LP · Charter Private Capital Management, LLC | $25.9M | 2019 | ||||||
| NEW YORK, | $404M | 1 | 2024 | |||||
| Alexander City, | 2,643 | |||||||
Lower middle market | Westport, | $35.0M | 28 | 19 | 12 | 2023 | ||
CHARTER WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched CHARTER WEALTH MANAGEMENT, INC. · 801-117854 Also on Allocators | RALEIGH, | $196M | 4 | 2019 | ||||
| Atlanta, | 192 | |||||||
CHARTER OAK CAPITAL MANAGEMENT Registered adviser · RIA / Wealth · matched CHARTER OAK CAPITAL MANAGEMENT, LLC · 801-64808 | PORTSMOUTH, | $1.6B | 2012 | |||||
| Northridge, | 115 | |||||||
| WESTPORT, | $332M | 3 | 2012 | |||||
| Titusville, | 72 | |||||||
| Mequon, | 2,908 | |||||||
| SOUTHPORT, | $275M | 4 | 2012 | |||||
| Katy, | 136 | |||||||
| CHESHIRE, | $74.8M | 2026 | ||||||
| Nashville, | 758 | |||||||
| Portland, | 103 | |||||||
| NEW YORK, | $292M | 2 | 2012 | |||||
| $69.5M | 5 | 1 | 2028 | |||||
| Chicago, | 2,440 | |||||||
| $13.4M | 2 | 4 | 2030 | |||||
| Holyoke, | 101 | |||||||
Upper middle market | London, | $5.9B | 66 | 24 | 58 | 2024 | ||
| Chicago, | 75 | |||||||
| Zeeland, | 127 | |||||||
| BOCA RATON, | $142M | 4 | 2012 | |||||
| · candidate | Brooklyn, | $354M | 2025 | |||||
| $14.3M | 2 | 1 | 2030 | |||||
| LOS ANGELES, | 2026 | |||||||
| · candidate | Newark, | $253M | 2025 | |||||
| Memphis, | 155 | |||||||
Charter Township of W Bloomfield Retirement Plan Allocator · Allocators · matched CHARTER TOWNSHIP OF W BLOOMFIELD RET PLAN · 100M-1B | $170M | 2023 | ||||||
| Temecula, | 75 | |||||||
| $44.5M | 2 | 6 | 2030 | |||||
| Seattle, | ||||||||
| · probable Unsized | Summit, | $156M | 2 | 3 | ||||
| $282M | 31 | 2012 | ||||||
| Kentwood, | 86 | |||||||
| Culver City, | 1 | |||||||
| Grand Rapids, | $548,000 |
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.