Charleston Equity Partners, LLC

RIASEC Registered
Total AUM
$7.9M
Discretionary
$7.9M
100% of AUM
Avg account
$7.9M
Accounts
1
Employees
4
Advisory reps
4

Firm details

Headquarters
Charleston, South Carolina
CRD number
300228
Fee structure
Other
Client types
  • Pooled Investment Vehicles100%

Firm profile

FINTRX

Overview

Charleston Equity Partners, LLC is an institutional registered investment adviser organized as an LLC and owned by an individual. The firm’s client focus is institutional, and it reports a nonstandard fee arrangement (listed as "Other"). It is not positioned as a capital allocator and is not identified as an active ESG investor. The firm does not operate as a multi-state adviser and is not described as a pension consultant or a related adviser. An industry affiliation noted in the record indicates the firm sponsors limited partnerships (excluding pooled investment vehicles), which aligns with its alternative-investment activity.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Mark Sofge

    Mark Sofge

    Chief Compliance OfficerCRD 3133659

  • Tim Monks

    Tim Monks

    CFOCRD 6630509

Contacts

2 of 2
  • Michael Messner

    MemberCRD 1400545

  • Walter Hall

    Walter Hall

    Founding PrincipalCRD 6630508

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Charleston, SC

Charleston

Location

Charleston, SC

Headquartered in Charleston, SC, in the South of the United States.

Region
South
County
Charleston
Address
460 King St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth