# Chartwell Family Partners

Chartwell Family Partners is a Family Office based in Berwyn, Hong Kong.

## Overview

- **Organization type:** Family Office
- **Headquarters:** Berwyn, Hong Kong
- **Region:** Asia
- **Address:** Hong Kong, Hong Kong
- **Assets under management:** Undisclosed
- **Website:** cfpl.hk
- **LinkedIn:** https://www.linkedin.com/company/chartwellfp/

## Regulatory record

- **CRD number:** 170335
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-13T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/170335

## About

Chartwell Family Partners operates from Hong Kong as an alliance of single-family offices. Ronald Chan established the firm after founding Chartwell Capital in 2007. Samuel Wu joined as co-founder. The partners trace their involvement to distinct family branches without a single disclosed wealth source. The firm allocates across real estate, private equity, hedge funds and education assets. Direct co-investments and SPVs form the core deployment method. Confirmed positions include redevelopment projects tied to the Lan Kwai Fong Group and property holdings previously managed by the Wu family through Wing Lung Bank. Geographic focus remains Asia with additional exposure noted in Thailand and Mainland China. Partners also pursue activist positions and philanthropic commitments through vehicles such as the Fok Ying Tung Foundation and the Melting Pot Foundation. Team size remains undisclosed. Additional offices are not listed. Daniel Jim serves as Senior Adviser with responsibility for external manager selection. In September 2025 he spoke at the AIMA Hong Kong Seminar. Ronald Chan holds board seats at the Financial Services Development Council of Hong Kong and the Hong Kong Academy for Wealth Legacy. Adjacent vehicles include the Education Development Foundation Association and the Yasumoto Scholarship Foundation. Chartwell functions as a shared platform rather than a traditional single-family office. Multiple family principals retain independent investment firms while routing select opportunities through the alliance. This model allows each branch to maintain separate succession and governance arrangements while accessing pooled local networks and co-investment capacity.

## Sectors

- PropTech
- Mobility & Transportation
- Media & Entertainment
- EdTech
- Real Estate
- Private Equity

## People

- Ronald Chan — Co-founder and Managing Partner
- Samuel Wu — Co-founder and Managing Partner
- Melissa Fok — Partner
- Mahesh Harilela — Partner
- Alex Jiaravanont — Partner
- Jonathan Zeman — Partner
- Chloe Luk — NextGen Partner
- Daniel Jim — Senior Adviser
- Sacha Yasumoto — Senior Adviser

## Questions

### Who runs investment decisions at Chartwell Family Partners?

Ronald Chan and Samuel Wu serve as Co-founders and Managing Partners. Daniel Jim acts as Senior Adviser on strategic asset allocation and external manager selection. Individual partners retain authority over opportunities tied to their respective family branches.

### How does Chartwell Family Partners source proprietary deal flow?

Partners draw on operating roles within their family businesses and local Hong Kong networks. Examples include redevelopment projects linked to the Lan Kwai Fong Group and education assets connected to Malvern College partnerships.

### Does Chartwell Family Partners participate in fund commitments or only direct deals?

Activity centers on direct co-investments, SPVs and real estate redevelopment. No fund commitments are disclosed in available materials.

### What investment stages does Chartwell Family Partners typically target?

The firm focuses on operating businesses and property redevelopment rather than early-stage venture. Education and media holdings reflect growth and mature-stage exposure.

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

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