Investment adviser · CRD 337312
CHARTWELL FAMILY OFFICE, LLC
Exempt reporting adviser (ERA)
Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.
PALM DESERT, CA, United States · Form ADV filed Jul 1, 2025
Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →
Private funds & service providers
3 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
CHARTWELL FAMILY ETF FUND, L.P.Hedge Fund · Last reported Jul 1, 2025$31.6MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
EISNER AMPER
PCAOB 274
CITY NATIONAL BANK
LEI 593C3GZG957YOJPS2Z6
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
FIDELITY BROKERAGE SERVICES LLC
CRD 7784 · SEC 8-23292
Fund details & source
- Fund ID
- 805-8516074155
- Reported beneficial owners
- 7
- Minimum commitment
- $100K
- Form D file number
- 021-247346
Form ADV 1997699 · Jul 1, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CHARTWELL FAMILY FUND TFI, L.P.Hedge Fund · Last reported Jul 1, 2025$17.9MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
EISNER AMPER
PCAOB 274
CITY NATIONAL BANK
LEI 593C3GZG957YOJPS2Z6
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
FIDELITY BROKERAGE SERVICES LLC
CRD 7784 · SEC 8-23292
Fund details & source
- Fund ID
- 805-6798276556
- Reported beneficial owners
- 28
- Minimum commitment
- $100K
- Form D file number
- 021-57370
Form ADV 1997699 · Jul 1, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CHARTWELL FAMILY FUND, L.P.Hedge Fund · Last reported Jul 1, 2025$8.03MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
EISNER AMPER
PCAOB 274
CITY NATIONAL BANK
LEI 593C3GZG957YOJPS2Z6
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
FIDELITY BROKERAGE SERVICES LLC
CRD 7784 · SEC 8-23292
Fund details & source
- Fund ID
- 805-2006422959
- Reported beneficial owners
- 25
- Minimum commitment
- $100K
- Form D file number
- 021-57417
Form ADV 1997699 · Jul 1, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Jul 1, 2025. View historical filings
Reported services
Not reported in these imported fields
Compensation
Not reported in these imported fields
Principal office
73061 EL PASEO, SUITE 200PALM DESERT, CA, 92260, United States
CRD 337312
Filing source
Form ADV 1997699 · Jul 1, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.