Charter Private Capital Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Charter Private Capital Management LLC
CRD #155417
SEC #802-134305
CIK #0000919325
AUM
Employees
Phone616-235-3555
Address140 Monroe Center NW
Grand Rapids, MI 49503
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($)
1.00.80.60.40.20.02010201520212027
Type Form D Funds Date Sold ($M) AUM ($M)
Other Charter-Asi 2 LLC [2025-08-07] 1.1 0.8
Other Charter-Asi 3 LLC [2025-08-07] 0.8 2.1
Other Charter-Asi LLC [2025-08-07] 2.0 1.1
PE Charter Growth Capital Fund II LP [2025-08-07] 27.1 80.5
PE Charter Growth Capital Fund LP [2025-08-07] 10.6 25.9
Other Charter-Hn Spirits Fund LLC [2025-08-07] 0.8 1.2
Other Charter-Papa's Fund II LLC [2025-08-07] 0.6 0.6
Other Charter-Papa's Fund LLC [2025-08-07] 1.3 1.3
VC Charter-Soc 2 LLC [2025-08-07] 1.3 1.3
VC Charter-Soc II Co-Investment LLC [2025-08-07] 1.3 0.6
View All
AUM Breakdown Accounts AUM ($)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
Form D Directors # Filings # Firms 2011 - 2025
John Brown 67
Mike Brown 13
John Kerschen 35
Dale Grogan 34
Charter Private Capital Management Inc 9
Jerry Arthur 8
Connie Degen 6
Hector Bultynck 5
Michael Palm 4
Adam Donovan 3
View All
Terms | Privacy | Guide
tony@aum13f.com