Form D · Other Investment Fund
Charisma Fund I LP
Milwaukee, WI · CIK 0002126373
Offering snapshot reported Apr 13, 2026 · SEC filing
- Reported sold
- Yet to sell Indefinite offering
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Yet to occur As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 13, 2026 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0 (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-580118
The general partner of the Issuer reserves the right to offer a greater or lesser amount of limited partner interests.
Placement agent fees to be paid based upon fee schedule.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| EVERCORE GROUP L.L.C. | 42405 |
Source: Form D, filed Apr 13, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| N/A Charisma Fund I Gp Llc | Director |
| N/A Cliffwater Llc | Director |
| Mario Indelicato | Executive, Promoter |
| Lance Johnson | Executive, Promoter |
| Stephen Nesbitt | Executive, Promoter |
| Jonathan Rogal | Executive, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
235 West Galena Street
Milwaukee, WI, 53212
Milwaukee, WI, 53212