Private EquityRIA · CRD 307087SEC-RegisteredPrivate Fund Adviser

Updated:

Chart National

Chart National is a New York-based private equity firm targeting lower-middle-market buyouts and recapitalizations in North America.

Chart National logo

Chart National

Private Equity fund serving the Defense, Security and Intelligence industry | Chart National is a private investment fund with a focus on companies that are emerging leaders serving the defense, intelligence, security and related markets (the "Sector"​) through management buyouts, recapitalizations and in limited cases, structured growth equity transactions.

General information

Firm type

Private Equity

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Frequently asked questions

What type of private equity investments does Chart National pursue?

The firm executes buyouts, growth equity investments, management buyouts, and recapitalizations, per its disclosed strategy parameters. This mix indicates a preference for control or significant-influence positions where the firm can drive operational improvements alongside existing management teams.

Is Chart National currently investing from a dedicated fund?

No publicly reported fund closes or filings are available for Chart National. The firm's minimal public footprint suggests it may operate on a deal-by-deal capital raising model rather than through a traditional blind-pool fund structure, though this cannot be confirmed from the available record.

What geographies and sectors does Chart National focus on?

Chart National concentrates on North American investments. Sector focus is not publicly specified in the available record, implying a generalist approach that follows deal opportunities across fragmented industries rather than a thematic mandate.

Who are the principals running Chart National?

The principals of Chart National are not currently identified in public records, industry databases, or the firm's own website. This level of opacity is unusual even among lower-middle-market firms and suggests an intentionally private partnership structure.

How does Chart National source its deals?

Without a publicly visible marketing apparatus, Chart National likely sources through long-standing intermediary relationships, accounting and law firm referrals, and direct outreach to founder-owned businesses. This is the standard playbook for middle-market firms operating outside institutional auction processes, though specifics remain unverified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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