The CHARLESWORTH RUGG is a privately held investment adviser that advises $878.59mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. CHARLESWORTH RUGG is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 351.48% over the last 5-years.
The Group has been registered with the SEC for 46.03 years and is comprised of 2 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 15260 VENTURA BLVD., SUITE 855, LOS ANGELES, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 20 employees comprised of 17 investment and 3 non-investment staff. The total number of Employees increased by 185.71% over the last 5-years.
Their $878.59mn in assets advised are owned by 7 private funds, 0 public funds and BDCs and 40 other accounts. Assets of High Net Worth Individuals clients own $611.2mn or 69.57% of Total Assets and Individuals own $111.49mn or 12.69% of Total Assets.
The Group's top investment strategies include Early Stage, representing 100% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 2 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
CHARLESWORTH RUGG names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.