Chartwell Investments II LLC

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Assets, Funds, Holdings

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Chartwell Investments II LLC
CRD #160554
SEC #802-73238
CIK #
AUM
Employees
Phone212-521-5503
Address125 E 83rd St
New York, NY 10028
Source [IAPD] [Website] [LinkedIn]
Total AUM ($)
1.00.80.60.40.20.02011201620212026
Type Form D Funds Date Sold ($M) AUM ($M)
Other Chief Capital Water LLC 2025-03-20 7.0
Other Chief Capital Guardian LLC [2024-03-20] 0.5 8.0
Other Chief Capital Blue Ocean LLC 2023-03-11 1.5
Other Chief Capital R&Q LLC 2020-03-23 2.0
Other TTG Holdings LLC 2020-03-23 17.3
Other EHH & EHHM LLC 2015-03-02 0.0
Other Mader Holdings LP 2015-03-02 12.0
Other FSEE LP 2013-03-19 0.0
Other Alexacar III LLC 2012-02-09 0.2
Other Bell Sports 2001 Investments LLC 2012-02-09 0.0
View All
AUM Breakdown Accounts AUM ($)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
Form D Directors # Filings # Firms 2011 - 2025
Michael Shein 10
Mark Woods 5
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