Form D · Hedge Fund

Charleston Harbor Concentrated SMID-Cap, LP

Mount Pleasant, SC · CIK 0002085894

Offering snapshot reported Sep 15, 2026 · SEC filing

Reported sold
$3.39M
Indefinite offering
Investors reported
7
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Jul 1, 2025
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.7M$3.39MSep 24, 2025: $600,000.00Sep 24, 2025Sep 15, 2026: $3,391,000.00Sep 15, 2026

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$600,000 → $3,391,000
  • Reported investors2 → 7

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 15, 2026Amendment$3,391,000$2,791,000vs Sep 24, 20257SEC filing
Sep 24, 2025Initial$600,000No comparison2SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-558426

Source: Form D, filed Sep 15, 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.

People and organizations reported in Form D filings
NameReported role
N/A N/A Charleston Harbor Capital Llc Promoter
Steven Werber Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
330 Middle Street
Mount Pleasant, SC, 29464