CHARTER RESEARCH & INVESTMENT GROUP INC
SEC file number 801-37458
· SOUTHPORT, CT
https://charterinvestmentgroup.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$243.9M
Discretionary AUM
$243.9M
Employees
3
Clients
159
Firm
- Address
- 2507 POST ROAD
SOUTHPORT, CT 06890 - Phone
- —
- Website
- https://charterinvestmentgroup.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- Carter Investment Holdings, L.P. Medium name-match confidence · CIK 1960718 · NY
- Kelleran Research & Investments, Inc. Medium name-match confidence · CIK 2153864 · ID
- Arch Investment Partners Holdings, LLC Medium name-match confidence · CIK 2040781 · TX
-
Carter Investment Holdings, L.P. · D · Oct 21, 2026
-
Carter Investment Holdings, L.P. · D · Oct 21, 2026$5M
-
Kelleran Research & Investments, Inc. · D · Sep 9, 2026$100K
-
Carter Investment Holdings, L.P. · D · Aug 26, 2026$6.2M
-
Carter Investment Holdings, L.P. · D/A · Apr 28, 2025
-
Arch Investment Partners Holdings, LLC · D/A · Mar 5, 2025