Charlton Management, LLC
Firm details
- Headquarters
- Clawson, Michigan
- CRD number
- 341804
- Registered since
- August 5, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Charlton Management, LLC is a newly formed limited liability company operating as an institutional registered investment adviser. The firm is registered with the SEC and completed its registration in 2026. Ownership is held by an individual, and the business model centers on providing investment advisory services to pooled investment vehicles rather than acting as a capital allocator or broader wealth manager. Fee arrangements include both a percentage-of-assets-under-management component and performance-based fees, consistent with a manager that runs commingled or fund-style strategies. The firm does not identify as an active ESG investor, is not a pension consultant, and is not designated as a related adviser to another firm.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Clawson, MI
Oakland
Location
Clawson, MI
Headquartered in Clawson, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 851 W Maple Rd
- Time zone
- ET (UTC-5)
- Office locations
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