Charter Research & Investment Group Inc
● SEC registered since 1990CRD 106452SEC# 801-37458Southport, CT
Reg. AUM
$275.1M
Employees
3
Accounts
355
Location
Southport, CT
Charter Research & Investment Group Inc assets under management
Charter Research & Investment Group Inc is an SEC-registered investment adviser based in Southport, CT. The firm has been registered since 1990. It reports $275.1 million in regulatory assets under management and employs 3 people.
Charter Research & Investment Group Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael James Grennan Control | Vice President And Secretary | Under 5% | 2021 |
| Patrick John Clark Control | President, Chief Compliance Officer, Treasurer | Over 75% | 2021 |
Frequently asked questions
How much does Charter Research & Investment Group Inc manage?
Charter Research & Investment Group Inc reports $275.1 million in regulatory assets under management on its Form ADV.
How many employees does Charter Research & Investment Group Inc have?
Charter Research & Investment Group Inc reports 3 employees.
Where is Charter Research & Investment Group Inc located?
Charter Research & Investment Group Inc is based in Southport, CT and has been SEC-registered since 1990.
Does Charter Research & Investment Group Inc disclose fund performance?
Charter Research & Investment Group Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2507 Post Road, Southport, CT 06890 |
| Phone | 203-259-4004 |
| Fax | 203-259-6941 |
| Office hours | 9:00a.m. To 4:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$275.1M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$275.1Mregulatory AUM
Discretionary $275.1M