CHARLES STREET ASSET MANAGEMENT, INC.

CHARLES STREET ASSET MANAGEMENT, INC. is an SEC-registered investment adviser (CRD 164781). Regulatory assets under management: $37.9M.

Registration

• CRD: 164781
• Type: Registered investment adviser
• Phone: (410) 244-8140
• Latest filing: 2026-03-31
• Regulatory AUM: $37.9M
• Discretionary AUM: $37.9M
• Clients: 1
• Accounts: 158

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 164781 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search