# Charles Fish Investments

Charles Fish Investments is a Multi Family Office based in Irvine, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Irvine, United States
- **Region:** North America
- **Address:** 30 Corporate Park, Suite 410, Irvine, California 92606, United States
- **Founded:** 1984
- **Assets under management:** 342 (Altss estimate)
- **Website:** charlesfishinvestments.com
- **LinkedIn:** https://www.linkedin.com/company/charles-fish-investments-inc./

## Regulatory record

- **CRD number:** 110445
- **SEC file number:** 801-52674
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/110445

## About

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.

## Sectors

- Private Credit

## Offices

- Northfield, Illinois

## People

- Charles “Skip” Fish — Founder

## Questions

### Who runs investment decisions at Charles Fish Investments?

Founder Charles “Skip” Fish established the firm and its municipal bond focus. Sharmi Chakraborty currently serves as chief operations officer and compliance officer.

### How is Charles Fish Investments related to Brentview Investment Management?

Brentview Investment Management holds 50 percent ownership in Charles Fish Investments as an affiliated subsidiary. The firms share advisory fees on cross-referred mandates.

### Does Charles Fish Investments participate in fund commitments or only direct deals?

Public materials describe direct management of individual bond portfolios rather than commitments to external funds.

### What investment stages does Charles Fish Investments typically target?

The firm focuses on fixed income securities and does not disclose venture or growth equity stage activity in available sources.

## Related profiles

- [Arié Family Office](https://altss.com/profile/ari-family-office)
- [Compagnie Lebon](https://altss.com/profile/compagnie-lebon)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/charles-fish-investments

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