| Name | Title | Ownership | Since |
|---|---|---|---|
| Bluestone Enterprises, LLC Control | Shareholder | 50-75% | 2020 |
| Brentview Investment Management, LLC Control | Shareholder | 50-75% | 2020 |
| Charles Willard Fish Control | President, Ceo, & Chief Investment Officer | Under 5% | 1996 |
Charles Fish Investments, Inc. reports $331.3 million in regulatory assets under management on its Form ADV.
Charles Fish Investments, Inc. reports 5 employees.
Charles Fish Investments, Inc. is based in Irvine, CA and has been SEC-registered since 1996.
Charles Fish Investments, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 30 Corporate Park, Suite 410, Irvine, CA 92606 |
| Phone | 949-296-3970 |
| Fax | 949-296-3983 |
| Office hours | 7:00a.m. - 3:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $331.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $331.3M |