Chartwell Investments
Asset Manager Exempt reporting adviser
Legal name: Chartwell Investments II, LLC
AUM
$70.2M
Private fund assets
Private funds
9
Other 6 · Private Equity 3
Private fund assets
$70.2M
Gross asset value
Employees
—
Last Form D raise
May 2023
Most recent fund filing
From SEC Form ADV filing (filed Mar 18, 2026). View on SEC
People(1)
Owners and executive officers named on the firm's SEC Form ADV.
M
Funds(9)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Chief Capital Guardian, LLC | Other | $15.0M | $516K | 30 | May 2023 | Cold |
| Mader Holdings, L.P. | Other | $17.0M | — | — | — | |
| Chartwell Investments II, LP | Private Equity | $16.0M | — | — | — | |
| Chartwell Overseas Partners II, LP | Private Equity | $7.0M | — | — | — | |
| Chief Capital Water, LLC | Other | $7.0M | — | — | — | |
| Chartscan LLC | Other | $6.0M | — | — | — | |
| Chartwell Coinvestors II, LP | Private Equity | $1.0M | — | — | — | |
| Chief Capital Blue Ocean, LLC | Other | $1.0M | — | — | — | |
| Alexacar III, LLC | Other | $200K | — | — | — |
Board seats(2)
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
Regulatory identifiers
- CRD number
- 160554
- SEC file number
- 802-73238
Sources
- SEC Form ADV Oct 14, 2026