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Chartwell Family Office LLC (Southport)


Chartwell Family Office LLC is a large advisory firm based in Southport. It manages $26.11 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Idaho, and New York.

Chartwell Family Office provides portfolio management for individuals and small businesses and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Chartwell Family Office: assets under management

The assets under management (AUM) of Chartwell Family Office LLC is $26.11 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $26.11 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $8.7 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Chartwell Family Office LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Southport

The principal office where Chartwell Family Office LLC performs its advisory services is located at 68 John Street, Southport, CT 06490 The mailing address of the firm is Po Box 712, Southport, CT 06490. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-259-4490 or by fax 203-259-4669. The normal business hours are 7 am through 6:30 pm on Monday - Friday.


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