|
⚲
|
| Keyboard |
| Checketts Partners Investment Management LLC
✚
|
|
|---|---|
| CRD # | 161204 |
| SEC # | 801-133706 |
| CIK # | |
| AUM | 169.0 M (2026-02-13) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 917-846-0764 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Checketts Rhone SPV 2 LP | 2025-01-31 | 41.8 M | |
| PE | Checketts Rhone SPV LP | 2023-02-15 | 119.3 M | |
| PE | Checketts Gravity Partners LP | 2017-11-16 | 7.9 M | |
| PE | Checketts Partners Investment Fund LP | [2012-02-22] | 50.0 M | 16.9 M |
| Offered $250,000,000 · Filed 2011-06-28 (D) · Exemption 506 · Minimum $2,500,000 · Remaining $200,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 | 3 | 169.0 |
| (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 | 3 | 169.0 |
| By Discretionary | ||
| Discretionary | 3 | 169.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 169.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 169.0 | |
| Total | 3 | 169.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| David Checketts | Executive Officer | 4 | 3 | |
| Checketts Partners Investment GP LLC | Executive Officer | 1 | 1 | |
| Checketts Partners Investment Management LLC | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity |
| Comparable Firms | State | AUM |
|---|---|---|
|
Prophet Equity Management II LLC
✚
|
TX | 171.4 M |
|
WILsquare Capital LLC
✚
|
MO | 171.2 M |
|
Hoplon Asset Management LP
✚
|
CT | 170.1 M |
|
Delos Capital Management LP
✚
|
NY | 169.6 M |
|
Altus Capital Partners Inc
✚
|
CT | 169.3 M |
|
Path Capital Partners LLC
✚
|
FL | 169.0 M |
|
Overlay Management LLC
✚
|
GA | 168.6 M |
|
Frontline Healthcare Partners LLC
✚
|
SC | 168.1 M |
|
Norland Capital LP
✚
|
167.5 M | |
|
Wingman Growth Partners LP
✚
|
CT | 167.2 M |