CHARLESTON EQUITY PARTNERS, LLC

Overview

Charleston Equity Partners, LLC is a small, institutionally focused investment adviser organized as a limited liability company. The firm acts more as a sponsor and manager of closed-end vehicles than as a broad retail wealth manager: its client base is institutional, it is identified as an individual-owner firm, and it sponsors limited partnership structures (excluding pooled investment vehicles). Charleston Equity Partners reports a concentrated operating profile—single-client advisory assets and an active role in arranging third‑party alternative managers and its own real estate fund. The firm does not position itself as an active ESG investor and is not described as a multi‑state registered adviser. Its fee structure is listed as “other,” which typically reflects customized or negotiated arrangements rather than standard percentage-of-AUM retail schedules. Given the small scale of assets under management and the presence of a sponsored limited partnership, the firm’s model appears oriented toward advising and operating specialized alternative investments rather than providing broad-based advisory services across many retail accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices