Charlton Management, LLC

Overview

Charlton Management, LLC is an institutional registered investment adviser organized as a limited liability company and newly registered with the SEC in 2026. The firm is owned by an individual and focuses its advisory activity on managing portfolios for pooled investment vehicles rather than providing traditional separate-account advisory services. Its stated fee model combines a percentage-of-AUM charge with performance-based fees, which aligns with a fund-style operating model. The firm is not positioned as a capital allocator and does not present itself as a pension consultant or multi-state adviser. Charlton Management does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives