Charis Legacy Partners LLC Portfolio
Invests via Charis Legacy Partners LLC | Managed by Scott Monk
Invests via Charis Legacy Partners LLC
Managed by Scott Monk
Automatically Tracked
Company Profile
A U.S.-registered private investment firm, Charis Legacy Partners LLC operates as a boutique family office and private markets manager focused on long-term wealth preservation and growth across private equity, real assets and credit strategies. The firm emphasizes concentrated, direct investments and partnership capital for middle-market companies, with operational oversight and capital solutions for transition and legacy planning.
A U.S.-registered private investment firm, Charis Legacy Partners LLC operates as a boutique family office and private markets manager focused on long-term wealth preservation and growth across private equity, real assets and credit strategies. The firm emphasizes concentrated, direct investments and partnership capital for middle-market companies, with operational oversight and capital solutions for transition and legacy planning.
Investment Philosophy & Strategy
Boutique family office and private markets manager that prioritizes capital preservation with selective growth through concentrated direct private equity, real assets and private credit investments. Prefers middle-market partnerships where it can provide operational oversight, structured capital solutions, and board-level engagement to enable transitions and legacy planning. Investment horizon is long-term, favoring durable cash flows, asset-backed downside protection and active value creation over passive index exposure. Underwriting blends fundamental operational diligence with bespoke structuring to control downside, while portfolio construction emphasizes concentration, diversification by strategy, and liquidity planning.
Boutique family office and private markets manager that prioritizes capital preservation with selective growth through concentrated direct private equity, real assets and private credit investments. Prefers middle-market partnerships where it can provide operational oversight, structured capital solutions, and board-level engagement to enable transitions and legacy planning. Investment horizon is long-term, favoring durable cash flows, asset-backed downside protection and active value creation over passive index exposure. Underwriting blends fundamental operational diligence with bespoke structuring to control downside, while portfolio construction emphasizes concentration, diversification by strategy, and liquidity planning.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
1.41%
Gain
Monthly
0.08%
Yearly
0.91%
Drawdown
29.03%
$78.56M
Equity
Holdings
$78.56M
Investment
$61.57M
$17.7M
Profit -$712,222.97
Realized
$700,529.58
Unrealized
$17M
Dividends
$1.91M
Goals
Avg. 41.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$712,222.97
Win %
75%
This Week
Compared To Last Week
Gain
-1.96%
Profit
-$1.57M
Win %
75%
This Month
Compared to last month
Gain
-3.41%
Profit
-$2.77M
Win %
75%
This Year
Compared to last year
Gain
-3.45%
Profit
-$2.8M
Win %
80%
BRK-B Berkshire Hathaway Inc.
+0.65%
+$1,413.17 
DVY iShares Select Dividend ETF
+0.39%
+$2,042.16 
TBG TBG Dividend Focus ETF
+0.25%
+$1,284.21 
VTV Vanguard Value ETF
+0.24%
+$3,879.6 
BND Vanguard Total Bond Market Index Fund
+0.17%
+$8,919.12 
IMTB iShares Core 5-10 Year USD Bond ETF
+0.16%
+$479.25 
AAPL Apple Inc.
+0.15%
+$1,851.77 
VYM Vanguard High Dividend Yield ETF
+0.13%
+$900.57 
VGSH Vanguard Short-Term Treasury Fund
+0.05%
+$164.65 
BNDX Vanguard Total International Bond ETF
+0.04%
+$1,046.38 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$697.4 
META Meta Platforms Inc Class A
-5.47%
-$16,734.8 
KLAC KLA Corporation
-4.77%
-$192,438.6 
VWO Vanguard FTSE Emerging Markets ETF
-2.09%
-$10,071.24 
VUG Vanguard Growth ETF
-1.75%
-$19,626.83 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.57%
-$3,364.76 
VEU Vanguard FTSE All-World ex-US ETF
-1.11%
-$27,484.73 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.11%
-$173,854.2 
IVV iShares Core S&P 500 ETF
-0.89%
-$8,152.77 
VOO Vanguard S&P 500 ETF
-0.87%
-$149,246.84 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.83%
-$54,609.86 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.76%
-$17,174.03 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.75%
-$2,485.7 
VXF Vanguard Extended Market ETF
-0.71%
-$46,221.5 
IJH iShares Core S&P Mid-Cap ETF
-0.53%
-$2,211.3 
RSP Invesco S&P 500 Equal Weight ETF
-0.33%
-$7,653.8 
CAT Caterpillar Inc.
-0.21%
-$3,156.3 
INMU iShares Intermediate Muni Income Active ETF
-0.06%
-$156.09 Events
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Dividends
Dividend Analysis
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| Trades 143 | Longs Won 112/143 78% | Profit Factor 88.42 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $455,164.41 |
| Average Win $159,814.4 | Best Trade (Jul 14) $3.89M | Sharpe Ratio -71.33 |
| Average Loss -$6,530.08 | Worst Trade (Jul 10) -$46,072.22 | Z-Score 6.68 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 5d | Expectancy $123,753.71 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 12,048 | 10,843 | 9,639 | 8,434 | 7,229 | 6,024 | 4,819 | 3,614 | 2,410 | 1,205 |
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Returns
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