Charter Private Capital Management

Private Equity Exempt reporting adviser

Legal name: Charter Private Capital Management, LLC

Grand Rapids, MI Website LinkedIn

AUM

$134.3M
Private fund assets

Private funds

16
Other 11 · Venture Capital 3 · Private Equity 2

Private fund assets

$134.3M
Gross asset value

Employees

—

Last Form D raise

Apr 2024
Most recent fund filing

From SEC Form ADV filing (filed Mar 31, 2026). View on SEC

People(2)

Owners and executive officers named on the firm's SEC Form ADV.

J
John Kerschen
Partner, Charter Capital Holdings
Source: SEC Form ADV
M
Michael Palm
Partner, Charter Capital Holdings
Source: SEC Form ADV

Funds(16)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Charter Growth Capital Fund II, LPPrivate Equity$80.5M$27.1M56Apr 2024Cold
Charter-Asi 3, LLCOther$2.1M$753K27Apr 2023Cold
Charter-Papa's Fund II, LLCOther$620K$618K21Nov 2022Cold
Charter-Vestaron II, LLCOther$2.1M$2.2M17May 2022Cold
Charter-Soc 2 LLCVenture Capital$1.3M$1.3M22Jun 2021Cold
Charter-Soc II Co-Investment LLCVenture Capital$560K$1.3M22Jun 2021Cold
Charter-Papa's Fund, LLCOther$1.3M$1.3M18Sep 2020Cold
Charter-Hn Spirits Fund, LLCOther$1.2M$785K14Mar 2020Cold
Charter-Vestaron, LLCOther$1.0M$444K8Aug 2019Cold
Charter Growth Capital Fund, L.P.Private Equity$25.9M$10.6M18Jul 2019Cold
Charter-Asi 2, LLCOther$830K$1.1M1Jan 2019Cold
Charter-Asi, LLCOther$1.1M$2.0M28Jan 2019Cold
Henrickson Nauta Venture Fund 1, L.P.Venture Capital$100K$1.1M13Jul 2018Cold
Rim Guard Holdings, LLCOther$7.9M$900K13Jan 2017Cold
Gram Acquisition 2.0 LLCOther$3.9M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
155417
SEC file number
802-134305

Sources