Charles Fish Investments

Charles Fish Investments

Charles “Skip” Fish started Charles Fish Investments in 1984 after prior roles at Crocker National Bank and Smith Barney. The firm began as a registered investment adviser focused on individually managed municipal bond accounts for high-net-worth clients. Charles Fish Investments concentrates on active fixed income management with emphasis on municipal bonds and private credit. It maintains offices in Irvine, California and Northfield, Illinois. The firm states that it coordinates with accountants and estate counsel on asset-liability matching. No specific portfolio holdings or co-investors appear in public materials. The firm lists an estimated 342 million dollars in assets. It operates one additional office outside California. Sharmi Chakraborty serves as chief operations officer and compliance officer. No dated operational events from the past twenty-four months are recorded in available sources. Charles Fish Investments functions as a 50-percent-owned subsidiary of Brentview Investment Management. Fee-sharing arrangements exist for cross-referred equity and fixed income mandates between the two entities.