Chartered Group

What Chartered Group does

Chartered Group is a Singapore-headquartered private holding company operating across four core divisions: Chartered Securities (asset management, investment banking, and financial brokerage), Chartered Capital (credit facilities, structured credit, debt management, and personal loans primarily in Japan), Chartered Hospitality (real estate, lifestyle, and wellbeing investments across Asia including Aman Kyoto, Niseko Moiwa Ski Resort, Akatsuki Villa, and Matsumidori Sake Brewery), and Chartered Technology (strategic investments in aerospace, defense, AI, and biomedical sectors). The group reports $23B USD in combined AUM & AUA, 750+ completed transactions, 200+ exchange listings, 14 financial licenses, and 900+ employees across 7 offices in Singapore, Japan (Tokyo and Osaka), Germany, Switzerland, Thailand, and Israel. Revenue is generated through a hybrid model of recurring asset management and advisory fees, investment banking transaction fees, credit/lending income from Capital, and operating revenue from hospitality subsidiaries.

The group's investment platform is anchored by the $500M Chartered Opportunities Fund (defense, dual-use, and deep tech), Japan Israel High Tech Ventures Funds 1 and 2 (with MAFAT and Tel Aviv University Incubation Fund partnerships), and Opus High Tech Bonds. Go-to-market is direct-institutional, targeting institutional investors, family offices, HNW individuals, and government entities through a relationship-driven sales motion. The company's competitive position is differentiated by elite defense and intelligence talent (former Mossad Director Yossi Cohen, IDF Brigadier General Rami Malachi, Mossad Major-General Liron Shaul) that provides privileged access to Israeli defense-tech deal flow not available to typical PE firms.

Chartered Group is founder-led by Eyal Agmoni (36+ years in private equity) and operates as a privately held holding company with no disclosed external institutional ownership. Recent strategic priorities include expanding the proprietary AI platform via Chartered Vectorial (co-founded April 2026), pursuing liquidity events for portfolio companies (XTEND targeting Nasdaq at $1.5B), and deepening the Japan-Israel defense technology corridor. The group has flagged unauthorized impersonation on messaging platforms, indicating brand awareness sufficient to attract scam activity — both a recognition signal and a reputational risk requiring active management.

Name

Chartered Group

Legal name

Chartered Investment Managers Pte. Ltd.

Website

https://charteredgroup.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

251–500 employees

Short description

Chartered Group is a Singapore-headquartered private holding company operating across Securities, Capital, Hospitality, and Technology divisions, managing $23B AUM/AUA and investing in defense, dual-use, deep tech, and AI through offices in Asia, Europe, and Israel for institutional investors, family offices, and government entities.

Ownership category

akta.pro rank

Product category

Private Equity & Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525), Other Financial Investment Activities (5239), Management of Companies and Enterprises (551)

SIC

Investors, Nec (6799)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

akta.pro secondary industries

Onshore Private Banking (Domestic HNW/UHNW) (FSAAABAA), Institutional Separate Accounts & SMAs (Mandates) (FSAAAGAL), High-Net-Worth & Private Wealth Digital Platforms (Digital Private Banking) (FSAGAEAI)

Keywords

• Private equity investments
• Asset management services
• Investment banking advisory
• Alternative investment funds
• Venture capital funding

Headquarters

HQ city

Singapore

HQ country

Singapore

HQ region

Asia

Offices7 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Asset Management and Investment Advisory: Chartered Group generates revenue through managing assets across its four core divisions, including securities management, investment banking services, and private equity investments. The company services 100+ B2B clients and has completed 750+ transactions with $23B USD AUM & AUA.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels4 records

Core offering

Chartered Group is a premier holding company that invests across Securities, AI & Technology, Finance & Private Lending, and Investment Banking & Private Equity through four core divisions. It manages $23B USD in combined AUM & AUA, services 100+ B2B clients, and operates licensed broker-dealers, alternative credit facilities, hospitality investments across Asia, and venture/private equity funds focused on defense, dual-use, and deep technology.

Product overview

Chartered Group is a premier holding company operating across four core divisions: Chartered Securities (asset management, investment banking, and financial brokerage), Chartered Capital (credit facilities, structured credit, and debt management), Chartered Hospitality (real estate and lifestyle investments), and Chartered Technology (strategic investments in aerospace, defense, AI, and biomedical sectors). The group operates through multiple subsidiaries and investment vehicles including PWM Japan Securities, Chartered Investment Managers, Primex Capital, Wellspring Investment Holdings, and Japan Financial Solutions, while managing investment funds such as the $500M Chartered Opportunities Fund, Japan Israel High Tech Ventures Funds 1 and 2, and Opus High Tech Bonds. Its hospitality portfolio includes properties across Japan and Thailand such as Aman Kyoto, Niseko Moiwa Ski Resort, Akatsuki Villa, and Matsumidori Sake Brewery. The group serves over 100 B2B clients with $23B USD in assets under management across 7 office locations.

Differentiator

Problem solved

Functional benefit

Brands

• Chartered Opportunities Fund: A $500 million growth platform focused on defense, dual-use, and deep technology investments at global scale.
• Japan Israel High Tech Ventures Fund 1
• Japan Israel High Tech Ventures Fund 2
• Opus High Tech Bonds
• Chartered Vectorial

Products and services

• Chartered Securities Asset management, investment banking, and financial brokerage services providing investment solutions and market insights to institutional clients across Germany, Japan, Singapore, and Thailand.
• Chartered Capital Credit facilities, distressed and structured credit, debt management, DeFi solutions, and personal loan services primarily targeting small-to-medium enterprises in Japan.
• Chartered Hospitality Real estate, lifestyle, and wellbeing investments across Asia, including hotels, resorts, sake breweries, and experiential travel services.
• Chartered Technology Strategic investments in aerospace, defense, AI, and biomedical sectors, providing access to Asia's leading technology funds targeting Healthcare & Biotech, Sustainability & Energy, Defense & Dual-Use Technologies, and AI.
• Chartered Opportunities Fund $500 million growth platform focused on defense, dual-use, and deep technology investments targeting companies with validated demand, contracted revenue, or near profitability.
• Japan Israel High Tech Ventures Fund 1 Venture fund investing in startups founded by students and professors of Tel Aviv University, with anchor investment from TAU Incubation Fund.
• Japan Israel High Tech Ventures Fund 2 Venture fund with collaboration with Israeli Ministry of Defense DDR&D (MAFAT) providing unique deal flow and cherry-pick investment opportunities in Israeli defense technology.
• Opus High Tech Bonds Individual equity investments into ventures structured as bonds, managed by Chartered Investment Managers with co-investment from Chartered Group, enabling retail and HNW access to alternative investments.
• PWM Japan Securities Independent financial advisory services in Japan providing optimal investment and asset management solutions through independent financial advisors.
• Chartered Investment Investment management entity in Germany providing growth-focused global funds and structured investment opportunities for investors, including blockchain-enabled securitization.
• Chartered Investment Managers Singapore-based investment manager creating innovative investment products that drive growth and long-term value for clients.
• Primex Capital Japanese capital solutions and financial advisory services company established in 1962, providing credit facilities and structured finance to Japanese SMEs.
• Japan Financial Solutions Next-generation financial solutions bringing innovation to Japan's digital financial ecosystem since 1974.
• Akatsuki Villa Private villa resort in Koh Samui, Thailand combining warm Thai hospitality with sophisticated contemporary design.
• Aman Kyoto Luxury resort in Kyoto, Japan harmonizing modern elegance with natural serenity.
• Niseko Moiwa Ski Resort Premium ski resort in Hokkaido, Japan offering grand slopes, refined service, and mountain tranquility.
• Matsumidori Sake Brewery Historic sake brewery in Hirosaki, Japan preserving tradition while embracing innovation.

Quantifiable outcome

• $23B USD AUM & AUA
• +3 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Seven partnerships are on record, tiered core and strategic.

• Tel Aviv University Incubation FundcoreStrategic or Co-development Partner · 1 January 2026Chartered Group acquired investment opportunities as an anchor investor for the Tel Aviv University Incubation Fund, the first fund set up by Tel Aviv University. The fund focuses on start-up companies founded by students and professors of Tel Aviv University. Chartered Group has secured the right to negotiate for additional investments in promising portfolio companies.
• MAFAT (Israel Ministry of Defense Directorate of Defense Research and Development)coreStrategic or Co-development Partner · 1 January 2026The Japan Israel High Tech Ventures Fund 2 (JIHTV2LP) provides unique deal source through collaboration with MAFAT. Chartered Group has secured positions allowing cherry-pick investment in MAFAT-funded companies, co-investment rights in approximately 500 companies already invested by MAFAT, business development support for portfolio companies, and collaboration for an Accelerator Program in Japan.
• Chartered VectorialcoreStrategic or Co-development Partner · 1 January 2026Chartered Group co-founded Chartered Vectorial in April 2026 to power the next generation of AI-native enterprise intelligence. Pradeep Menon serves as Founder and CEO, bringing experience from Microsoft, Alibaba Cloud, and IBM.
• Google AI First AcceleratorstrategicStrategic or Co-development Partner · 1 January 2024Dtect Vision was selected to participate in Google's 10-week AI mentorship program to scale up their business, demonstrating Chartered Group's portfolio companies gaining access to major technology ecosystem programs.
• Amazon Sustainability AcceleratorstrategicStrategic or Co-development Partner · 1 January 2024Solcold won funding from Amazon's sustainability accelerator program, supporting the development of passive cooling technology.
• Deloitte LaunchpadstrategicStrategic or Co-development Partner · 1 January 2024Cyabra was selected for Deloitte Launchpad's acceleration program, providing access to mentorship and scaling resources.
• Sompo Japan InsurancestrategicStrategic or Co-development Partner · 1 January 2024Sompo Japan Insurance and portfolio company Momentick started a POC for methane leak detection, demonstrating collaboration between established insurers and Chartered Group's portfolio companies.

Scale indicators9 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• KKR & Co. KKR operates a multi-strategy alternatives platform with private equity, credit, real estate, and infrastructure. Comparable to Chartered Group's diversified holding structure across Capital (credit), Hospitality (real estate), Securities (asset management), and Technology (PE/VC).
• Blackstone: Blackstone is the largest global alternatives manager with leading positions across PE, credit, real estate, and hedge fund solutions. Comparable to Chartered Group in operating a scaled multi-pillar platform with significant real estate, credit, and private equity exposure, though at vastly greater scale.
• Carlyle Group: Carlyle is a global alternative asset manager with diversified strategies including private equity, credit, and real estate. Comparable to Chartered Group's four-pillar platform spanning securities, credit, real estate/hospitality, and technology investing across multiple geographies.
• SoftBank Investment Advisors: SoftBank Vision Fund operates the world's largest tech-focused PE/venture platform with heavy Japan-anchored capital deploying globally into AI and frontier tech. It is comparable to Chartered Group's chartered opportunities fund thesis of deploying Japanese and Asian capital into disruptive technology, and Yossi Cohen (Chartered's Managing Partner) currently also advises SoftBank Investment Advisors Israel.

Regional players

• Aman Resorts: Aman is a global operator of ultra-luxury resort hotels including Aman Kyoto — a property owned and operated within Chartered Group's Hospitality pillar. Comparable as a brand-level peer for Chartered's hospitality operations, even though Aman Kyoto is itself a subsidiary asset.
• Jafco Group: Jafco is Japan's largest venture capital firm, investing across early and growth stages with extensive domestic LP relationships. Comparable to Chartered Group's Japanese VC orientation through Primex Capital, PWM Japan Securities, and Innovation Nexus, particularly for sourcing Japanese LPs into Israeli and Asian tech.

Direct peers

• Affinity Equity Partners: Affinity Equity Partners is an Asian-headquartered, mid-to-large cap private equity firm operating across the Asia-Pacific region with Hong Kong and Singapore offices. Comparable to Chartered Group in its Asia-anchored, multi-jurisdictional PE model serving institutional investors and family offices.
• Investcorp: Investcorp is a Middle East-anchored global alternatives manager operating private equity, credit, real estate, and absolute return strategies with offices across the Gulf, Asia, Europe, and the US. Comparable to Chartered Group in its cross-border alternative investment model with a Middle East origin and strong Asia/GCC client base.
• Aurelius Group: Aurelius is a European-headquartered multi-strategy alternatives platform with operations in distressed credit, structured finance, and operational special situations. Comparable to Chartered Group's Capital pillar (distressed and structured credit) and German (Düsseldorf) operating presence.

Others

• Israel Innovation Authority Funds: The Israel Innovation Authority is a government-backed institution that co-invests in Israeli tech ventures and has historically partnered with funds connected to MAFAT and Israeli defense-tech. Comparable as a deal-flow counterparty and ecosystem participant rather than a direct competitor, given Chartered Group's MAFAT-aligned co-investment structure.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/chartered-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles21 records

Subsidiaries20 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments12 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Chartered Group