CHARTER PRIVATE CAPITAL MANAGEMENT, LLC

Registration Details

Accession

crd-155417

Location

GRAND RAPIDS, MI

Filing Date

March 31, 2026

AUM

$134.3M

Total Clients

16

Amendment

No

SEC EDGAR

View original filing →

Client Types

Investment Strategies

Private Funds

16 private funds reported on Form ADV Schedule D 7.B.1, $134.3M in combined gross assets.

• CHARTER GROWTH CAPITAL FUND II, LPPrivate Equity Fund$80.5M
• CHARTER GROWTH CAPITAL FUND, L.P.Private Equity Fund$25.9M
• RIM GUARD HOLDINGS, LLCOther Private Fund$7.9M
• GRAM ACQUISITION 2.0 LLCOther Private Fund$3.9M
• GRAM ACQUISITION, LLCOther Private Fund$3.8M
• CHARTER-ASI 3, LLCOther Private Fund$2.1M
• CHARTER-VESTARON II, LLCOther Private Fund$2.1M
• CHARTER-PAPA'S FUND, LLCOther Private Fund$1.3M
• CHARTER-SOC 2 LLCVenture Capital Fund$1.3M
• CHARTER-HN SPIRITS FUND, LLCOther Private Fund$1.2M
• CHARTER-ASI, LLCOther Private Fund$1.1M
• CHARTER-VESTARON, LLCOther Private Fund$1.0M
• CHARTER-ASI 2, LLCOther Private Fund$830K
• CHARTER-PAPA'S FUND II, LLCOther Private Fund$620K
• CHARTER-SOC II CO-INVESTMENT LLCVenture Capital Fund$560K
• HENRICKSON NAUTA VENTURE FUND 1, L.P.Venture Capital Fund$100K

About this Adviser

CHARTER PRIVATE CAPITAL MANAGEMENT, LLC is a registered investment adviser headquartered in GRAND RAPIDS, MI, managing approximately $134.3M in assets across 16 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.