Charles Batchelor has been Manager of Entasis Asset Management since May 2016, is a control person of the firm and directly owns between 10% and 25% of it. Charles Batchelor holds a BBA in Finance from the University of Wisconsin-Milwaukee.
Entasis Asset Management LLC is a Brookfield, WI firm with $198M under management, 159 clients and 5 advisers in one office, as of its March 2026 filing.
Charles J. (C.J.) Batchelor is Co-Founder and Chief Investment Officer of Entasis Asset Management. Before founding Entasis, he was Director of Investment Research at Cleary Gull and served as a member of its Investment Policy Committee, Investment Committee and Equity Strategy Group.
Charles Batchelor’s longest registration is the current one, 10 years at Entasis Asset Management since 2016. Before joining Entasis Asset Management in 2016, Charles Batchelor was registered through Cleary Gull Inc. and Cleary Gull Advisors Inc.
- Entasis Asset Management LLCCurrent– present · 10 yearsBrookfield, WI · Adviser representative · Firm CRD 282711
- Cleary Gull Inc.– · under a yearMilwaukee, WI · Adviser representative · Firm CRD 45309
- Cleary Gull Advisors Inc.– · 5 yearsMilwaukee, WI · Adviser representative · Firm CRD 125557
Professional designations
Listed by Entasis Asset Management
- CFA®
Investment adviser representative registrations
Charles Batchelor is registered as an investment adviser representative in 3 states. The first approvals date from May 2016; the most recent is Texas, in August 2019.
- IllinoisSince 31 March 2017
- TexasSince 16 August 2019
- WisconsinSince 10 May 2016
Examinations
No examinations are on Charles Batchelor’s record.
- Full name
- Charles J Batchelor
- CRD
- 5877693
- Firm
- Entasis Asset Management · CRD 282711
- Role
- Manager
- Office
- 300 N Corporate Dr, Suite 220, Brookfield, WI 53045
- Registration
- Investment adviser registration
- In the industry since
- March 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- entasisam.com
Where does Charles Batchelor work?
Charles Batchelor has been Manager of Entasis Asset Management LLC since May 2016, and is a control person of the firm.
Is Charles Batchelor a financial advisor?
Yes. Charles Batchelor has a current investment-adviser registration in Illinois, Texas and Wisconsin, through Entasis Asset Management since May 2016.
How many years of experience does Charles Batchelor have?
Charles Batchelor has 15 years in the financial industry, since March 2011, across 3 adviser firms.
Where did Charles Batchelor work before Entasis Asset Management?
Before Entasis Asset Management, Charles Batchelor was registered through Cleary Gull Inc., September 2015 to April 2016; Cleary Gull Advisors Inc., March 2011 to April 2016.
Where is Charles Batchelor based?
Charles Batchelor’s registered office is in Brookfield, WI.
Is Charles Batchelor registered with FINRA?
No. Charles Batchelor has no current broker registration.
Is Charles Batchelor a CFA charterholder?
Entasis Asset Management lists Charles Batchelor with the CFA credential (“CFA®”) on its website. CFA Institute confirms certification status.
How can I verify Charles Batchelor’s record?
Search CRD 5877693 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Charles Batchelor’s full registration record.
