Investment adviser · CRD 106174

CHATHAM CAPITAL GROUP INC

Investment adviser filing (IA)

SAVANNAH, GA, United States · Form ADV filed May 19, 2026

Regulatory AUM: $878M
Client accounts: 661
Employees: 9
Advisory professionals: 5

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	161	$714,938,073	81.4%
Government entities	Fewer than 5	$47,910,634	5.5%
Pooled investment vehicles	2	$46,296,661	5.3%
Individuals	78	$43,601,130	5.0%
Charities	9	$19,341,113	2.2%
Corporations & businesses	Fewer than 5	$3,932,616	0.4%
Retirement plans	Fewer than 5	$2,065,871	0.2%

Filing source

Form ADV 2106813 · May 19, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

6 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CHATHAM SMALL CAP PARTNERSHIP I, LPOther Private Fund · Last reported May 19, 2026$36.9MGross asset value

Form D fundraising filings

Chatham Small Cap Partnership I, LP

Auditor BAKER TILLY US, LLP SAVANNAH, Georgia, United States

Custodian STIFEL, NICOLAUS & COMPANY, INCORPORATED ST. LOUIS, Missouri, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

BAKER TILLY US, LLP
PCAOB 23

STIFEL, NICOLAUS & COMPANY, INCORPORATED
SEC 8-1447

Fund details & source

Fund ID: 805-6386883907
Reported beneficial owners: 40
Minimum commitment: $100K
Form D file number: 021-137383

Form ADV 2106813 · May 19, 2026 · 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.

CHATHAM SMALL CAP INVESTMENT GROUP TRUSTOther Private Fund · Last reported May 19, 2026$9.37MGross asset value

Form D fundraising filings

CHATHAM SMALL CAP INVESTMENT GROUP TRUST

Custodian QUEENSBOROUGH NATIONAL BANK & TRUST COMPANY AUGUSTA, Georgia, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

QUEENSBOROUGH NATIONAL BANK & TRUST COMPANY
LEI 254900C2QXQ435D8TY78

Fund details & source

Fund ID: 805-2074067065
Reported beneficial owners: 11
Minimum commitment: $50K
Form D file number: 021-137484

Form ADV 2106813 · May 19, 2026 · 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.

CHATHAM BALANCED INVESTMENT GROUP TRUSTOther Private Fund · Last reported May 1, 2020$4.16MGross asset value

Form D fundraising filings

Chatham Balanced Investment Group Trust

Custodian QUEENSBOROUGH NATIONAL BANK & TRUST COMPANY AUGUSTA, Georgia, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

QUEENSBOROUGH NATIONAL BANK & TRUST COMPANY
LEI 254900C2QXQ435D8TY78

Fund details & source

Fund ID: 805-6298422951
Reported beneficial owners: 23
Minimum commitment: $50K
Form D file number: 021-137388

Form ADV 1419802 · May 1, 2020 · 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.

CHATHAM DISTRESSED EQUITY OPPORTUNITY PARTNERSHIP, LPOther Private Fund · Last reported Mar 29, 2012$2.96MGross asset value

Form D fundraising filings

Chatham Distressed Equity Opportunity Partnership LP

Auditor BABUSH, NEIMAN, KORNMAN & JOHNSON, LLP ATLANTA, Georgia, United States

Custodian STERNE, AGEE & LEACH, INC. SAVANNAH, Georgia, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

STERNE, AGEE & LEACH, INC.
SEC 8-11754

Fund details & source

Fund ID: 805-7595257444
Reported beneficial owners: 17
Minimum commitment: $100K
Form D file number: 021-80151

Form ADV 634223 · Mar 29, 2012 · 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.

CHATHAM BALANCED PARTNERSHIP, LPOther Private Fund · Last reported Mar 27, 2017$1.98MGross asset value

Form D fundraising filings

Chatham Balanced Partnership, LP

Auditor HANCOCK ASKEW & CO, LLP SAVANNAH, Georgia, United States

Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source

Fund ID: 805-7232012602
Reported beneficial owners: 10
Minimum commitment: $100K
Form D file number: 021-137386

Form ADV 1092355 · Mar 27, 2017 · 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.

CHATHAM DISTRESSED EQUITY OPPORTUNITY GROUP TRUSTOther Private Fund · Last reported Mar 29, 2012$1.16MGross asset value

Form D fundraising filings

CHATHAM DISTRESSED EQUITY OPPORTUNITY GROUP TRUST

Custodian THE TRUST COMPANY OF STERNE AGEE, INC. AS TRUSTEE TO CHATHAM DISTRESSED EQUITY OPPORTUNITY GROUP TRUST BIRMINGHAM, Alabama, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-8700477063
Reported beneficial owners: 18
Minimum commitment: $50K
Form D file number: 021-85726

Form ADV 634223 · Mar 29, 2012 · 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: May 19, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Hourly

Principal office

6602 ABERCORN STREET, SUITE 100
SAVANNAH, GA, 31405, United States

CRD 106174

Filing source

Form ADV 2106813 · May 19, 2026 · 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.