Hedge fund profile
Chartwell Family Etf Fund, LP
Chartwell Family Etf Fund, LP is reported as a hedge fund in Form ADV private-fund disclosures. The adviser is Focus Partners Wealth, LLC, based in St. Louis, Missouri, United States.
$50.7Mgross assets
$300Kminimum
7owners
3(c)(1)exemption
Disclosure fields
Fund facts
SEC private fund ID805-8516074155
Reference ID489607
JurisdictionCalifornia, United States
Fund of fundsNo
Master fundNo
Feeder fundNo
Non-US ownership0%
Assets valued0%
Annual auditYes
GAAPYes
Source periodApril 2026
Date submitted04/30/2026 03:05:54 PM
Adviser
TypeRegistered investment adviser
SEC number801-72862
CRD159289
Regulatory AUM$181.9B
Compliance signals
Exempt from registration Sales limited Prime brokers reported Custodians reported
Service providers
Reported counterparties
General partners
Chartwell Family Office, LLC
Auditors
EISNER AMPER
Prime brokers
FIDELITY BROKERAGE SERVICES LLC
Custodians
CITY NATIONAL BANKFIDELITY BROKERAGE SERVICES LLC
Same adviser