RIA Intelligence

CHARTER BRIDGE CAPITAL MANAGEMENT, L.P.

CRD #159414 SEC #801-74022 NEW YORK, NY 212-484-3800
SEC Registered Private Funds
Total AUM
$292.2M
Discretionary
$292.2M
Employees
13
Clients
--
Accounts
6

Firm Details

Organization Type
Limited Partnership
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 1, 2015
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CHARTER BRIDGE CAPITAL MANAGEMENT, LLCDEGENERAL PARTNERNA Control
CHARTER BRIDGE CAPITAL MANAGEMENT, LLCDEGENERAL PARTNERNA Control
CHARTER BRIDGE CAPITAL MANAGEMENT, LLCDEGENERAL PARTNERNA Control
CHARTER BRIDGE CAPITAL MANAGEMENT, LLCDEGENERAL PARTNERNA Control
CHARTER BRIDGE CAPITAL MANAGEMENT, LLCDEGENERAL PARTNERNA Control
CHARTER BRIDGE CAPITAL MANAGEMENT, LLCDEGENERAL PARTNERNA Control
MEYER, RACHEL, EVEICHIEF COMPLIANCE OFFICERNA Control
MEYER, RACHEL, EVEICHIEF COMPLIANCE OFFICERNA Control
MEYER, RACHEL, EVEICHIEF COMPLIANCE OFFICERNA Control
ROECK, GEORGE, E.ICHIEF FINANCIAL OFFICER & CHIEF OPERATING OFFICERNA Control
ROECK, GEORGE, E.ICHIEF FINANCIAL OFFICER & CHIEF OPERATING OFFICERNA Control
ROECK, GEORGE, E.ICHIEF FINANCIAL OFFICER & CHIEF OPERATING OFFICERNA Control
ROECK, GEORGE, E.ICHIEF FINANCIAL OFFICER & CHIEF OPERATING OFFICERNA Control
ROECK, GEORGE, E.ICHIEF FINANCIAL OFFICER & CHIEF OPERATING OFFICERNA Control
ROECK, GEORGE, E.ICHIEF FINANCIAL OFFICER & CHIEF OPERATING OFFICERNA Control
WARREN, TODD, KENNETHICHIEF COMPLIANCE OFFICERNA Control
WARREN, TODD, KENNETHICHIEF COMPLIANCE OFFICERNA Control
WARREN, TODD, KENNETHICHIEF COMPLIANCE OFFICERNA Control
ZIED, BRIAN, LEEICHIEF EXECUTIVE OFFICER, LIMITED PARTNER AND 99% OWNERE Control
ZIED, BRIAN, LEEIMANAGING MEMBER AND 100% OWNER OF CHARTER BRIDGE CAPITAL GROUP, LLCE Control
ZIED, BRIAN, LEEICHIEF EXECUTIVE OFFICER, LIMITED PARTNER AND 99% OWNERE Control
ZIED, BRIAN, LEEIMANAGING MEMBER AND 100% OWNER OF CHARTER BRIDGE CAPITAL GROUP, LLCE Control
ZIED, BRIAN, LEEICHIEF EXECUTIVE OFFICER, LIMITED PARTNER AND 99% OWNERE Control
ZIED, BRIAN, LEEIMANAGING MEMBER AND 100% OWNER OF CHARTER BRIDGE CAPITAL GROUP, LLCE Control
ZIED, BRIAN, LEEICHIEF EXECUTIVE OFFICER, LIMITED PARTNER AND 99% OWNERE Control
ZIED, BRIAN, LEEIMANAGING MEMBER AND 100% OWNER OF CHARTER BRIDGE CAPITAL GROUP, LLCE Control
ZIED, BRIAN, LEEICHIEF EXECUTIVE OFFICER, LIMITED PARTNER AND 99% OWNERE Control
ZIED, BRIAN, LEEIMANAGING MEMBER AND 100% OWNER OF CHARTER BRIDGE CAPITAL GROUP, LLCE Control
ZIED, BRIAN, LEEICHIEF EXECUTIVE OFFICER, LIMITED PARTNER AND 99% OWNERE Control
ZIED, BRIAN, LEEIMANAGING MEMBER AND 100% OWNER OF CHARTER BRIDGE CAPITAL GROUP, LLCE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
ZIED, BRIAN, LEEICHARTER BRIDGE CAPITAL MANAGEMENT, LLCE Control
ZIED, BRIAN, LEEICHARTER BRIDGE CAPITAL MANAGEMENT, LLCE Control
ZIED, BRIAN, LEEICHARTER BRIDGE CAPITAL MANAGEMENT, LLCE Control
ZIED, BRIAN, LEEICHARTER BRIDGE CAPITAL MANAGEMENT, LLCE Control
ZIED, BRIAN, LEEICHARTER BRIDGE CAPITAL MANAGEMENT, LLCE Control
ZIED, BRIAN, LEEICHARTER BRIDGE CAPITAL MANAGEMENT, LLCE Control

Registrations

Federal

IA
May 1, 2015 REGISTERED

Address

1350 AVENUE OF THE AMERICAS
SUITE 700
NEW YORK, NY 10019
United States
Phone: 212-484-3800