# CHARTERHOUSE GROUP, INC.

CHARTERHOUSE GROUP, INC. of SUMMIT, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 161128
- Type: SEC-registered investment adviser
- SEC file number: 801-73160
- Location: 92 RIVER ROAD, SUMMIT, NJ, 07901
- Phone: 212-584-3200
- Latest filing: 2015-09-02
- Regulatory AUM: $156.1M
- Discretionary AUM: $156.1M
- Clients: 4
- Accounts: 1

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| [Cole Taylor](https://search.stillhousedata.com/person/389152) | MANAGING DIRECTOR | Marysville, PA |
| [HALPERN MERRIL MARK](https://search.stillhousedata.com/person/814371) | MEMBER | — |
| [DIRCKS THOMAS CAMPION](https://search.stillhousedata.com/person/814372) | MANAGING PARTNER; MEMBER | — |
| [LANDUYT WILLIAM MODEST](https://search.stillhousedata.com/person/814373) | MANAGING DIRECTOR; MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | — |
| [HOFFMAN DAVID GORDON](https://search.stillhousedata.com/person/815513) | MANAGING DIRECTOR | — |
| [LIEBERMAN CHERI ELISE](https://search.stillhousedata.com/person/823583) | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| [GATES JAY MARSHALL](https://search.stillhousedata.com/person/834900) | MANAGING DIRECTOR | — |
| [HOFFMAN DAVID G](https://search.stillhousedata.com/person/834901) | MANAGING DIRECTOR | — |
| [LANDUYT WILLIAM](https://search.stillhousedata.com/person/834902) | MANAGING DIRECTOR | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| CHARTERHOUSE EQUITY PARTNERS IV, L.P. | Private Equity Fund | — | 26 | $156.1M | $5.0M |


## Fund service providers (1)

- administrator: SS&C TECHNOLOGIES, INC.

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/161128/brochure
- Similar advisers: https://search.stillhousedata.com/firm/161128/similar
- Related entities: https://search.stillhousedata.com/firm/161128/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/161128

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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.