Checketts Partners Investment Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 161204
- Registered since
- June 20, 2025
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Checketts Partners Investment Management, LLC is an individually owned limited liability company that operates as a private equity manager for institutional clients. The firm registered with the SEC in 2025 and focuses on portfolio management for pooled investment vehicles, acting in sponsor and general partner capacities and serving as managing member for its funds. Its compensation is structured as a percentage of assets under management. The firm does not identify as an active ESG investor and is not set up as a multi-state adviser.
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
Owners & executives
1 of 1James Abry
Chief Compliance Officer And Chief Financial OfficerCRD 6024950
Contacts
1 of 1David Checketts
CRD 6024948
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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