Charles Fish Investments, Inc.
● SEC registered since 1996CRD 110445SEC# 801-52674Irvine, CA
Reg. AUM
$331.3M
Employees
5
Accounts
46
Location
Irvine, CA
Charles Fish Investments, Inc. assets under management
Charles Fish Investments, Inc. is an investment advisory firm registered with the SEC based in Irvine, CA. The firm has been registered since 1996. It reports $331.3 million in regulatory assets under management and employs 5 people.
Charles Fish Investments, Inc. owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bluestone Enterprises, LLC Control | Shareholder | 50-75% | 2020 |
| Brentview Investment Management, LLC Control | Shareholder | 50-75% | 2020 |
| Charles Willard Fish Control | President, Ceo, & Chief Investment Officer | Under 5% | 1996 |
| Sharmistha Chakraborty Control | Chief Compliance Officer (01/2014), Chief Operations Officer & Vice President | Under 5% | 2012 |
| Bluestone Enterprises Control | Manager | 25-50% | 2019 |
| James Ralph Boothe Control | Sole Member | Over 75% | 2019 |
| John Astor Gomez Control | Sole Member | Over 75% | 2019 |
| Timberline Road, LLC Control | Manager | 25-50% | 2019 |
Frequently asked questions
How much does Charles Fish Investments, Inc. manage?
Charles Fish Investments, Inc. reports $331.3 million in regulatory assets under management on its Form ADV.
How many employees does Charles Fish Investments, Inc. have?
Charles Fish Investments, Inc. reports 5 employees.
Where is Charles Fish Investments, Inc. located?
Charles Fish Investments, Inc. is based in Irvine, CA and has been SEC-registered since 1996.
Does Charles Fish Investments, Inc. disclose fund performance?
Charles Fish Investments, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 30 Corporate Park, Suite 410, Irvine, CA 92606 |
| Phone | 949-296-3970 |
| Fax | 949-296-3983 |
| Office hours | 7:00a.m. - 3:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$331.3M▼ 3%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,306 advisers
EmployeesTop 62%
More than 38% of 16,824 advisers
Assets under management
$331.3Mregulatory AUM
Discretionary $331.3M