Form D · Commercial Banking
Charles Investment Group, LLC
Birmingham, AL · CIK 0001495735
Offering snapshot reported Jul 20, 2010 · SEC filing
- Reported sold
- $58M Offering amount: $58M
- Investors reported
- 109 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Jul 15, 2010 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 |
|---|---|---|---|---|---|
| Jul 20, 2010 | Initial | $58,000,000 | No comparison | 109 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-145215
Source: Form D, filed Jul 20, 2010. 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 |
|---|---|
| John H. Holcomb, Iii | Executive |
| C. Phillip Mc Wane | Executive |
| Richard Murray, Iv | Executive |
| G. Ruffner Page, Jr. | Executive |
Issuer details
Industry: Commercial Banking (See others in industry)
Address:
14 Honeysuckle Lane
Birmingham, AL, 35213
Birmingham, AL, 35213