Checketts Partners Investment Management, LLC

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Total assets under management

$169,004,205

Total clients

Total advisors

of 5 employees

Firm size

Investment Manager

May not manage individual clients

Average clients per advisor

—

Average account size

—

About

Checketts Partners Investment Management, LLC serves as the investment manager and administrator to a set of private equity pooled vehicles that target high-growth companies in the sports, media, hospitality, consumer brands, and entertainment sectors. The firm manages these funds on a discretionary basis, reporting roughly $169 million in assets under management and requiring investors to meet qualified purchaser standards.

CPIM pursues value-oriented private equity investments through industry-focused sourcing and active portfolio oversight, including providing strategic advice, operational optimization, and access to its network of industry executives and owners. The Funds may take controlling or significant equity positions or make minority investments worldwide, and investments are generally long-term and illiquid with a concentrated portfolio approach.

Compared with many peers, CPIM operates with a small investment team while relying on sector expertise and league/owner relationships to generate proprietary deal flow. The firm does not charge performance-based or incentive fees to the Funds, and it retains the ability to negotiate fee waivers or side-letter arrangements and discretionary withdrawal terms for certain investors, while providing regular audited financials and investor reporting.

Client services

Portfolio management

Expertise

Private / alternative investments

Fee options

Percentage

Advisory fee calculated based on a percentage of the aggregate capital contributions invested or the outstanding capital base of the respective Fund; exact percentage set forth in each Fund's Limited Partnership Agreement

Other

Account minimum: $500,000

Most active in

Connecticut · Indiana

Disclosures

Business activities & affiliations

Is active or affiliated with:

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

917-846-0764

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