Charger Investment Partners Lp
- Regulatory AUM
- $865M
- Discretionary
- $865M
- Clients
- 9
- Avg AUM / client
- $96.1M
- Accounts
- 9
- Employees
- 14
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 9 | $865M | 100.0% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $679M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Charger Investment Partners Fund I Lp | Private Equity Fund | Delaware | $299M | 34 |
| Shoreline Aggregator Llc | Private Equity Fund | Delaware | $117M | 9 |
| Charger Auto Works Llc | Private Equity Fund | Delaware | $102M | 12 |
| Charger Composite Works Llc | Private Equity Fund | Delaware | $83.4M | 8 |
| Charger Investment Partners Fund I F Lp | Private Equity Fund | Delaware | $42.9M | 32 |
| Charger Investment Partners Fund I A Lp | Private Equity Fund | Delaware | $34.2M | 9 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Boyle, Christopher, Joseph | Limited Partner | Aug 2019 (7y) | ≈ 0% – 3.75% via Charger Holdings Llc | |
| Perlmutter, Aaron, Michael | Limited Partner | Aug 2019 (7y) | ≈ 0% – 3.75% via Charger Holdings Llc | |
| Pollack, Kimberly, Louise | Limited Partner | Jan 2020 (7y) | 5% – 10% | |
| Sassoon, Jonathan | Chief Compliance Officer, Vice President Of Finance | Mar 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Charger Holdings Llc | General Partner | Aug 2019 | A | Less than 5% |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Boyle, Christopher, Joseph: 50% – 75% of Charger Holdings Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
- Perlmutter, Aaron, Michael: 50% – 75% of Charger Holdings Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
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 (6, $679M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Charger Investment Partners Fund I Lp | Private Equity Fund | $299M | $10.0M | 34 |
| Shoreline Aggregator Llc | Private Equity Fund | $117M | $1.0M | 9 |
| Charger Auto Works Llc | Private Equity Fund | $102M | $500K | 12 |
| Charger Composite Works Llc | Private Equity Fund | $83.4M | $1.5M | 8 |
| Charger Investment Partners Fund I F Lp | Private Equity Fund | $42.9M | $125K | 32 |
| Charger Investment Partners Fund I A Lp | Private Equity Fund | $34.2M | $10.0M | 9 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.81 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
- • Performance-based fees
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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗