# CHARTER RESEARCH & INVESTMENT GROUP INC

CHARTER RESEARCH & INVESTMENT GROUP INC of SOUTHPORT, CT is an SEC-registered investment adviser.

## Registration

- CRD: 106452
- Type: SEC-registered investment adviser
- SEC file number: 801-37458
- Location: 2507 POST ROAD, SOUTHPORT, CT, 06890
- Phone: 203-259-4004
- Latest filing: 2026-03-30
- Regulatory AUM: $275.1M
- Discretionary AUM: $275.1M
- Clients: 3
- Accounts: 355

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Patrick John Clark | PRESIDENT, CHIEF COMPLIANCE OFFICER, TREASURER | — |
| Michael James Grennan | VICE PRESIDENT AND SECRETARY | — |
| LUCIANI PAULA MASTRONI | PRESIDENT; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| CLARK PATRICK JOHN | PRESIDENT, CHIEF COMPLIANCE OFFICER, TREASURER; VICE PRESIDENT; VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| LUCIANI PAULA NICOLETTE | PRESIDENT | — |
| GRENNAN MICHAEL JAMES | VICE PRESIDENT AND SECRETARY | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106452/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106452/similar
- Related entities: https://search.stillhousedata.com/firm/106452/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106452

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.