DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
C•••••• I••••••••• P••••••• L•
Latest filing Mar 31, 2026
First filing on the tape Mar 20, 2020 · 13 filings
SEC status approved since May 18, 2020
RAUM
$865M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
14
12 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
9
reported on Schedule D
History
13 filings and snapshots on the tape
RAUM$865M as of Mar 31, 2026
Mar 29, 2021$170M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 29, 20210 then
Employees (5.A)14 as of Mar 31, 2026
Mar 29, 20217 then
Private funds9 as of Mar 31, 2026
Mar 29, 20213 then
RAUM +41% over the last fiscal year+19% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $96.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +41%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$865M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 9reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C•••••• I••••••••• P••••••• F••• I• L• | Private Equity Fund | $299M | 34 | Sep 15, 2020 |
| S•••••••• A••••••••• L•• | Private Equity Fund | $117M | 9 | Mar 31, 2023 |
| C•••••• A••• W•••• L•• | Private Equity Fund | $102M | 12 | Mar 30, 2022 |
| C•••••• C•••••••• W•••• L•• | Private Equity Fund | $83.4M | 8 | Mar 30, 2022 |
| C•••••• I••••••••• P••••••• F••• I•• L• | Private Equity Fund | $42.9M | 32 | Sep 15, 2020 |
| C•••••• I••••••••• P••••••• F••• I•• L• | Private Equity Fund | $34.2M | 9 | Sep 15, 2020 |
Owners and control persons
Schedule A and B, latest filing
- B••••• C••••••••• J••••• · Limited Partnercontrolsince 01/2020 · owns 25% to 50%
- P••••••••• A••••• M•••••• · Limited Partnercontrolsince 01/2020 · owns 25% to 50%
- P••••••• K•••••••• L••••• · Limited Partnercontrolsince 01/2020 · owns 5% to 10%
- S••••••• J••••••• · Chief Compliance Officer, Vice President Of Financecontrolsince 03/2023 · owns less than 5%
- B••••• C••••••••• J••••• · Membercontrolsince 08/2019 · owns 50% to 75% of C•••••• H••••••• L••
- P••••••••• A••••• M•••••• · Membercontrolsince 08/2019 · owns 50% to 75% of C•••••• H••••••• L••
Entity owners
- C•••••• H••••••• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- C•••••• I••••••••• P••••••• F••• I• G• L•pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 8 to 9Mar 31, 2025 to Mar 31, 2026
- Advisory employees · 13 to 12Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 8 to 9Mar 31, 2025 to Mar 31, 2026
- Private funds · 8 to 9Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $613M to $865MMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $613M to $865MMar 31, 2025 to Mar 31, 2026
- RAUM · $613M to $865MMar 31, 2025 to Mar 31, 2026
- Accounts · 6 to 8Mar 28, 2024 to Mar 31, 2025
- Advisory employees · 14 to 13Mar 28, 2024 to Mar 31, 2025
- Pooled vehicle clients · 6 to 8Mar 28, 2024 to Mar 31, 2025
- Employees · 15 to 14Mar 28, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 31, 2025
- Private funds · 6 to 8Mar 28, 2024 to Mar 31, 2025
- Discretionary RAUM · $549M to $613MMar 28, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $549M to $613MMar 28, 2024 to Mar 31, 2025
- RAUM · $549M to $613MMar 28, 2024 to Mar 31, 2025
- Advisory employees · 11 to 14Apr 28, 2023 to Mar 28, 2024
- Employees · 12 to 15Apr 28, 2023 to Mar 28, 2024
- Discretionary RAUM · $516M to $549MApr 28, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $516M to $549MApr 28, 2023 to Mar 28, 2024
- RAUM · $516M to $549MApr 28, 2023 to Mar 28, 2024
- Accounts · 5 to 6Apr 21, 2022 to Mar 31, 2023
- Advisory employees · 10 to 11Apr 21, 2022 to Mar 31, 2023
- Pooled vehicle clients · 5 to 6Apr 21, 2022 to Mar 31, 2023
- Employees · 11 to 12Apr 21, 2022 to Mar 31, 2023
- Private funds · 5 to 6Apr 21, 2022 to Mar 31, 2023
- Discretionary RAUM · $576M to $516MApr 21, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $576M to $516MApr 21, 2022 to Mar 31, 2023
- RAUM · $576M to $516MApr 21, 2022 to Mar 31, 2023
- Accounts · 3 to 5May 5, 2021 to Mar 30, 2022
- Advisory employees · 6 to 10May 5, 2021 to Mar 30, 2022
- Pooled vehicle clients · 3 to 5May 5, 2021 to Mar 30, 2022
- Employees · 7 to 11May 5, 2021 to Mar 30, 2022
- Private funds · 3 to 5May 5, 2021 to Mar 30, 2022
- Discretionary RAUM · $226M to $576MMay 5, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $226M to $576MMay 5, 2021 to Mar 30, 2022
- RAUM · $226M to $576MMay 5, 2021 to Mar 30, 2022
- HQ city · HERMOSA BEACH to EL SEGUNDOMar 29, 2021 to May 5, 2021
- Discretionary RAUM · $170M to $226MMar 29, 2021 to May 5, 2021
- Pooled vehicle RAUM · $170M to $226MMar 29, 2021 to May 5, 2021
Signals
5 dated events
- C•••••• I••••••••• P••••••• L• reported RAUM $865.3M, up 41% from $612.7M (2025-03-31 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Michael Robert Guillen (Chief Compliance Officer) no longer on Schedule A of C•••••• I••••••••• P••••••• L• (listed 2022-04-21, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Jonathan Sassoon (Chief Compliance Officer, Vice President Of Finance) appeared on Schedule A of C•••••• I••••••••• P••••••• L•Mar 31, 2023 · Control person joined · fact
- C•••••• I••••••••• P••••••• L• reported RAUM $576.3M, up 155% from $225.6M (2021-05-05 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- C•••••• I••••••••• P••••••• L• filed its initial SEC registration (Form ADV)Mar 20, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Charger Investment Partners, LP · Independent Sponsorsshared crd · capital_provider
- C•••••• I••••••••• P••••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/charger-investment-partners/aboutreportedpublic record, Form ADV, Sep 19, 2026
- Website
- c•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 310-372-5525reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026