CHARTERHOUSE GROUP, INC.
CRD #161128 SEC #801-73160 SUMMIT, NJ 212-584-3200
SEC Registered Private Funds
Total AUM
$208.5M
Discretionary
$208.5M
Employees
8
Clients
--
Accounts
1
Firm Details
- Organization Type
- Corporation
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 20, 2014
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COLE, CHARLES, TAYLOR | I | MANAGING DIRECTOR | NA | Control |
| COLE, JR., CHARLES, TAYLOR | I | MANAGING DIRECTOR | NA | Control |
| DIRCKS, THOMAS, CAMPION | I | MANAGING PARTNER | NA | Control |
| DIRCKS, THOMAS, CAMPION | I | MANAGING PARTNER | NA | Control |
| DIRCKS, THOMAS, CAMPION | I | MANAGING PARTNER | NA | Control |
| DIRCKS, THOMAS, CAMPION | I | MANAGING PARTNER | NA | Control |
| DIRCKS, THOMAS, CAMPION | I | MANAGING PARTNER | NA | Control |
| DIRCKS, THOMAS, CAMPION | I | MANAGING PARTNER | NA | Control |
| DIRCKS, THOMAS, CAMPION | I | MANAGING PARTNER | NA | Control |
| GATES, JAY, MARSHALL | I | MANAGING DIRECTOR | NA | Control |
| GATES, JAY, MARSHALL | I | MANAGING DIRECTOR | NA | Control |
| HOFFMAN, DAVID, G | I | MANAGING DIRECTOR | NA | Control |
| HOFFMAN, DAVID, GORDON | I | MANAGING DIRECTOR | NA | Control |
| LANDUYT, WILLIAM | I | MANAGING DIRECTOR | NA | Control |
| LANDUYT, WILLIAM, MODEST | I | MANAGING DIRECTOR | NA | Control |
| LIEBERMAN, CHERI, ELISE | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LIEBERMAN, CHERI, ELISE | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LIEBERMAN, CHERI, ELISE | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LIEBERMAN, CHERI, ELISE | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LIEBERMAN, CHERI, ELISE | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LIEBERMAN, CHERI, ELISE | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CHARTERHOUSE GROUP, LLC | DE | SHAREHOLDER | E | Control |
| CHARTERHOUSE GROUP, LLC | DE | SHAREHOLDER | E | Control |
| CHARTERHOUSE GROUP, LLC | DE | SHAREHOLDER | E | Control |
| CHARTERHOUSE GROUP, LLC | DE | SHAREHOLDER | E | Control |
| CHARTERHOUSE GROUP, LLC | DE | SHAREHOLDER | E | Control |
| CHARTERHOUSE GROUP, LLC | DE | SHAREHOLDER | E | Control |
| CHARTERHOUSE GROUP, LLC | DE | SHAREHOLDER | E | Control |
| LANDUYT, WILLIAM, MODEST | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | A | Control |
| LANDUYT, WILLIAM, MODEST | I | MANAGING DIRECTOR | A | Control |
| LANDUYT, WILLIAM, MODEST | I | MANAGING DIRECTOR | A | Control |
| LANDUYT, WILLIAM, MODEST | I | MANAGING DIRECTOR | A | Control |
| LANDUYT, WILLIAM, MODEST | I | MANAGING DIRECTOR | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CHARTERHOUSE MANAGEMENT, LLC | DE | CHARTERHOUSE GROUP, LLC | E | Control |
| CHARTERHOUSE MANAGEMENT, LLC | DE | CHARTERHOUSE GROUP, LLC | E | Control |
| CHARTERHOUSE MANAGEMENT, LLC | DE | CHARTERHOUSE GROUP, LLC | E | Control |
| CHARTERHOUSE MANAGEMENT, LLC | DE | CHARTERHOUSE GROUP, LLC | E | Control |
| CHARTERHOUSE MANAGEMENT, LLC | DE | CHARTERHOUSE GROUP, LLC | E | Control |
| CHARTERHOUSE MANAGEMENT, LLC | DE | CHARTERHOUSE GROUP, LLC | E | Control |
| CHARTERHOUSE MANAGEMENT, LLC | DE | CHARTERHOUSE GROUP, LLC | E | Control |
| DIRCKS, THOMAS, CAMPION | I | CHARTERHOUSE MANAGEMENT, LLC | C | Control |
| DIRCKS, THOMAS, CAMPION | I | CHARTERHOUSE MANAGEMENT, LLC | C | Control |
| DIRCKS, THOMAS, CAMPION | I | CHARTERHOUSE MANAGEMENT, LLC | C | Control |
| DIRCKS, THOMAS, CAMPION | I | CHARTERHOUSE MANAGEMENT, LLC | C | Control |
| DIRCKS, THOMAS, CAMPION | I | CHARTERHOUSE MANAGEMENT, LLC | C | Control |
| DIRCKS, THOMAS, CAMPION | I | CHARTERHOUSE MANAGEMENT, LLC | C | Control |
| DIRCKS, THOMAS, CAMPION | I | CHARTERHOUSE MANAGEMENT, LLC | C | Control |
| HALPERN, MERRIL, MARK | I | CHARTERHOUSE MANAGEMENT, LLC | C | Control |
| HALPERN, MERRIL, MARK | I | CHARTERHOUSE MANAGEMENT, LLC | C | Control |
| HALPERN, MERRIL, MARK | I | CHARTERHOUSE MANAGEMENT, LLC | C | Control |
| HALPERN, MERRIL, MARK | I | CHARTERHOUSE MANAGEMENT, LLC | C | Control |
| HALPERN, MERRIL, MARK | I | CHARTERHOUSE MANAGEMENT, LLC | C | Control |
| HALPERN, MERRIL, MARK | I | CHARTERHOUSE MANAGEMENT, LLC | C | Control |
| HALPERN, MERRIL, MARK | I | CHARTERHOUSE MANAGEMENT, LLC | C | Control |
Registrations
Federal
IA
Mar 20, 2014 REGISTERED
Notice Filings (1)
NJ
Address
92 RIVER ROADSUMMIT, NJ 07901
United States
Phone: 212-584-3200