CHARYBDIS INVESTMENTS INTERNATIONAL

Overview

Charybdis Investments International operates as a small, client-focused sole proprietorship advising individuals and families on portfolio management. The firm charges a percentage-of-AUM fee and provides non-discretionary investment advice, which means it recommends allocations and transactions but clients retain final approval. Public mutual funds are the dominant vehicle in client portfolios, suggesting a preference for pooled, liquid instruments that deliver broad market exposure and straightforward reporting. The adviser does not identify as an active ESG investor and does not act as a multi-state or pension consultant. Given the size and structure, the firm appears to concentrate on delivering tailored guidance to a limited client base rather than running a large, multi-product platform. Advisory services are targeted toward individuals and small businesses, which aligns with the firm’s classification as an individual-owned, unclassified adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices