Charter Private Capital Management LLC

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Charter Private Capital Management LLC ✚
CRD #	155417
SEC #	802-134305
CIK #	0000919325
AUM
Employees
Phone	616-235-3555
Address	140 Monroe Center NW Grand Rapids, MI 49503
Source	[IAPD] [EDGAR] [Website] [LinkedIn]

Total AUM ($) Copy

Type	Form D Funds	Date	Sold	AUM
Other	Charter-ASI 2 LLC	[2025-08-07]	1.1 M	0.8 M
	Offered $1,100,000 · Filed 2019-01-09 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,100,000 · Duration One year or less · Revenue Decline to Disclose
Other	Charter-ASI 3 LLC	[2025-08-07]	0.8 M	2.1 M
	Offered $1,500,000 · Filed 2023-04-18 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $580 · Remaining $746,565 · Duration One year or less · Revenue Decline to Disclose
Other	Charter-ASI LLC	[2025-08-07]	2.0 M	1.1 M
	Offered $4,000,000 · Filed 2019-01-03 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining $1,980,000 · Duration One year or less · Revenue Decline to Disclose
PE	Charter Growth Capital Fund II LP	[2025-08-07]	27.1 M	80.5 M
	Filed 2024-04-16 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE	Charter Growth Capital Fund LP	[2025-08-07]	10.6 M	25.9 M
	Offered $100,000,000 · Filed 2019-07-30 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $150,000 · Remaining $89,445,500 · Duration One year or less · Revenue Decline to Disclose
Other	Charter-HN Spirits Fund LLC	[2025-08-07]	0.8 M	1.2 M
	Offered $2,500,000 · Filed 2020-03-03 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $5,000 · Remaining $1,715,000 · Duration One year or less · Revenue Decline to Disclose
Other	Charter-Papa's Fund II LLC	[2025-08-07]	0.6 M	0.6 M
	Offered $2,000,000 · Filed 2022-11-01 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $25,000 · Remaining $1,382,081 · Duration One year or less · Net Assets Decline to Disclose
Other	Charter-Papa's Fund LLC	[2025-08-07]	1.3 M	1.3 M
	Offered $2,000,000 · Filed 2020-09-28 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $10,000 · Remaining $670,000 · Duration One year or less · Revenue Decline to Disclose
VC	Charter-Soc 2 LLC	[2025-08-07]	1.3 M	1.3 M
	Offered $2,000,000 · Filed 2021-06-28 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $5,000 · Remaining $712,000 · Duration One year or less · Revenue Decline to Disclose
VC	Charter-Soc II Co-Investment LLC	[2025-08-07]	1.3 M	0.6 M
	Offered $2,000,000 · Filed 2021-06-28 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $5,000 · Remaining $712,000 · Duration One year or less · Revenue Decline to Disclose
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	Role	# Filings	# Firms
John Brown	Executive Officer	67	5
Mike Brown	Director	13	3
John Kerschen	Director, Executive Officer, Promoter	35	2
Dale Grogan	Executive Officer, Promoter	34	2
Charter Private Capital Management Inc	Director, Executive Officer	9	2
Jerry Arthur	Director, Executive Officer	8	2
Connie Degen	Director	6	2
Hector Bultynck	Executive Officer	5	2
Michael Palm	Executive Officer	4	2
Adam Donovan	Executive Officer	3	2
View All

Firm Profile (Form ADV)
Fund Types	Private Equity

Charter Private Capital Management LLC

Assets, Funds, Holdings