Charles Fish Investments

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Charles Fish Investments Overview

Type

Multi Family Office

Year Founded

1984

General Information

Charles Fish Investments is a multi-family office headquartered in Irvine. The firm provides investment management and advisory services to families, with a focus on diversified fixed income and municipal bond strategies. Leveraging experience across private equity, venture capital, and business advisory, Charles Fish Investments supports clients in preserving and growing wealth—offers tailored portfolio solutions aligned with long-term financial objectives.

Contact Information

Website:
https://charlesfishinvestments.com/

Year Founded:
1984

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
Irvine, United States

Portfolio & Notable Allocations


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