Chartwell Family Office, LLC is an exempt reporting adviser based in Palm Desert, CA that reports managing 3 hedge funds on Form ADV. Its private funds, of all types, hold $57.6 million in gross assets.
- Regulatory assets under management
- —Form ADV Item 5.F
- Gross assets of private funds
- $57.6 millionAll private fund types, Form ADV
- Hedge funds managed
- 33 private funds in total
- Employees
- —Form ADV Item 5.A
- Registration
- Exempt reporting adviserCRD 337312
- Latest Form ADV
- 07/01/2025Disciplinary disclosures: none reported
Hedge funds filing Form D (3)
Fund
First sale
Raised
Investors
Minimum
YTD performance
Chartwell Family Fund LP
Palm Desert, CA
First saleFeb 1999
Raised$90.0M
Investors103
Minimum$1.0M
YTD performanceNot reported
Chartwell Family Fund Tfi LP
Palm Desert, CA
First saleSep 2003
Raised$35.6M
Investors62
Minimum$1.0M
YTD performanceNot reported
Chartwell Family ETF Fund, L.P.
Los Angeles, CA
First saleMay 2016
Raised$31.4M
Investors11
Minimum$1.0M
YTD performanceNot reported
Matched to this firm by the fund names and related persons in each Form D. The list may be incomplete.
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures