Checketts Partners Investment Management, Llc
- Regulatory AUM
- $169M
- Discretionary
- $169M
- Clients
- 3
- Avg AUM / client
- $56.3M
- Accounts
- 3
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $169M | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Jan 2024 · $79.1M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Checketts Rhone Spv, Lp | Private Equity Fund | Delaware | $64.4M | 43 |
| Checketts Gravity Partners, Lp | Private Equity Fund | Delaware | $14.6M | 5 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Abry, James, Merritt | Chief Financial Officer & Chief Compliance Officer | Jan 2011 (16y) | Less than 5% | |
| Checketts, David, Wayne | Managing Member | Jan 2011 (16y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $79.1M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Checketts Rhone Spv, Lp | Private Equity Fund | $64.4M | $500K | 43 |
| Checketts Gravity Partners, Lp | Private Equity Fund | $14.6M | $500K | 5 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/13/2026 | 1.58 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 13, 2026.
View current Form ADV (SEC/IAPD) ↗