Checketts Partners Investment Management, LLC

RIASEC RegisteredEst. 2025
Total AUM
$169M
Discretionary
$169M
100% of AUM
Avg account
$56.3M
Accounts
3
Employees
5
Advisory reps
2

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

FINTRX

Overview

Checketts Partners Investment Management, LLC is a privately owned limited liability company that operates as a private equity fund manager and SEC-registered adviser (registered in 2025). The firm focuses on serving institutional clients by providing portfolio management for pooled investment vehicles and also functions as sponsor, general partner and managing member of those vehicles. Its business model is fee-based, charging a percentage of assets under management. The firm is not positioned as a broad capital allocator — its activities center on managing and operating pooled private equity funds rather than offering multi-product retail wealth management or pension consulting. Checketts Partners does not identify as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • James Abry

    Chief Compliance Officer And Chief Financial OfficerCRD 6024950

Contacts

1 of 1
  • David Checketts

    CRD 6024948

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth