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Chartmark Investments
Chartmark Investments, Inc. is a state-registered investment adviser in Tulsa, OK. The firm manages approximately $88 million in regulatory assets.
Overview
Chartmark Investments, Inc. is a state-registered investment adviser in Tulsa, OK. The firm manages approximately $88 million in regulatory assets. It has 4 employees and 4 investment advisers.
General information
Firm type
RIA
Year founded
1996
Location
Region
North America
Country
United States
City
Tulsa
Corporate office
Dayton, OH, United States
Principals
Clay Mathile
Founder
Timothy Mathile
President & CEO
Sector focus
Frequently asked questions
What types of companies does Chartmark typically target?
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.
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