Investment adviser · CRD 155417
CHARTER PRIVATE CAPITAL MANAGEMENT, LLC
Exempt reporting adviser (ERA)
Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.
GRAND RAPIDS, MI, United States · Form ADV filed Mar 31, 2026
Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →
Private funds & service providers
18 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
CHARTER GROWTH CAPITAL FUND II, LPPrivate Equity Fund · Last reported Mar 31, 2026$80.5MGross asset value
Form D fundraising filings
Charter Growth Capital Fund II, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
BDO USA, P.C.
PCAOB 243
Fund details & source
- Fund ID
- 805-4443511501
- Reported beneficial owners
- 0
- Minimum commitment
- $250K
- Form D file number
- 021-510719
Form ADV 2085957 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CHARTER GROWTH CAPITAL FUND, L.P.Private Equity Fund · Last reported Mar 31, 2026$25.9MGross asset value
Form D fundraising filings
Charter Growth Capital Fund, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
BDO USA, P.C.
PCAOB 243
Fund details & source
- Fund ID
- 805-3541873436
- Reported beneficial owners
- 3
- Minimum commitment
- $250K
- Form D file number
- 021-345411
Form ADV 2085957 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
RIM GUARD HOLDINGS, LLCOther Private Fund · Last reported Mar 31, 2026$7.9MGross asset value
Form D fundraising filings
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-2890007508
- Reported beneficial owners
- 2
- Minimum commitment
- $25K
- Form D file number
- 021-279517
Form ADV 2085957 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
GRAM ACQUISITION 2.0 LLCOther Private Fund · Last reported Mar 31, 2026$3.86MGross asset value
Form D fundraising filings
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-1854376279
- Reported beneficial owners
- 1
- Minimum commitment
- $50K
- Form D file number
- 021-206574
Form ADV 2085957 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
GRAM ACQUISITION, LLCOther Private Fund · Last reported Mar 31, 2026$3.8MGross asset value
Form D fundraising filings
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-7284509714
- Reported beneficial owners
- 1
- Minimum commitment
- $50K
- Form D file number
- 021-195941
Form ADV 2085957 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CHARTER-ASI 3, LLCOther Private Fund · Last reported Mar 31, 2026$2.14MGross asset value
Form D fundraising filings
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-2523986399
- Reported beneficial owners
- 3
- Minimum commitment
- $25K
- Form D file number
- 021-479267
Form ADV 2085957 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CHARTER-VESTARON II, LLCOther Private Fund · Last reported Mar 31, 2026$2.1MGross asset value
Form D fundraising filings
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-7546440300
- Reported beneficial owners
- 6
- Minimum commitment
- $25K
- Form D file number
- 021-446659
Form ADV 2085957 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Not reported in these imported fields
Compensation
Not reported in these imported fields
Principal office
140 MONROE CENTER NW, SUITE 300GRAND RAPIDS, MI, 49503, United States
CRD 155417
Filing source
Form ADV 2085957 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.