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Charterhouse Group, Inc. (Summit)


Charterhouse Group, Inc. is a large advisory firm based in Summit. It manages $156.15 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New Jersey.

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Charterhouse Group provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Charterhouse Group: assets under management

The assets under management (AUM) of Charterhouse Group, Inc. is $156.15 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -59% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $156.15 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $156.15 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Charterhouse Group, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Llc Charterhouse Management Member 1 Jul 2003 75% - 100% 20-0134782
Merril Mark Halpern Member 1 Dec 2003 25% - 50% 1815094
Thomas Campion Dircks Member 1 Dec 2003 25% - 50% 1888207

Based in Summit

The principal office where Charterhouse Group, Inc. performs its advisory services is located at 92 River Road, Summit, NJ 07901, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-584-3200. The normal business hours are 9 am - 6 pm on Monday - Friday. You can find more information about the New York firm at charterhouseequity.com.


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