Chartmark Investments

President and CEO Timothy Mathile leads the firm and oversees all capital allocation decisions. He is the son of founder Clay Mathile and has run the family office’s activities since taking the helm. The Mathile family operates with a concentrated governance structure — Timothy also holds board seats at several of the firm's privately held portfolio companies, indicating a portfolio managed more as an owner-operator than as a fund-style allocator.

The fortune originates from The Iams Company, which Clay Mathile joined in 1970, acquired in 1982, and built into a global premium pet food brand. Procter & Gamble purchased Iams for $2.3 billion in 1999 (per the company's public acquisition history). The liquidity from that all-cash transaction endowed the Mathile family's primary investment vehicle, Chartmark Investments.

Chartmark is a single family office serving the Mathile family exclusively. It does not manage outside third-party capital and does not operate as a multi-family office. The firm runs alongside a separate philanthropic entity — the Mathile Family Foundation — and distinct vehicles for public market exposures.

Chartmark targets lower-mid-market operating companies — particularly founder-led or family-owned businesses in the industrial technology, healthcare services, and enterprise software spaces. The firm structures transactions as control or significant minority equity investments and tends to avoid formal auction processes, instead cultivating relationships with retiring owners interested in identifying a steward for their companies.

Chartmark primarily does direct deals — both equity investments in operating companies and ownership of commercial real estate assets. They have not historically marketed any pooled fund vehicles and are not known for making substantial commitments into third-party private equity funds, consistent with a single-family office model built on direct ownership and control rather than blending into a multi-strategy portfolio.