Form D · Other Investment Fund
Charlie RF Co-Invest, LP
Austin, TX · CIK 0002122900
Offering snapshot reported Mar 25, 2026 · SEC filing
- Reported sold
- $56M Offering amount: $56M
- Investors reported
- 16 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Mar 11, 2026 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 |
|---|---|---|---|---|---|
| Mar 25, 2026 | Initial | $56,000,000 | No comparison | 16 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $323K
- Finders' fees
- $0
- Form D file number
- 021-577693
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Houlihan Lokey Capital, Inc. | 17708 |
Source: Form D, filed Mar 25, 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 |
|---|---|
| Robert Aikman | Executive |
| William Bishop | Executive |
| N/A Chimney Rock Equity Partners Fund I Gp, Llc | Executive |
| N/A Chimney Rock Equity Partners Fund I Gp, Lp | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
13301 Galleria Circle Suite 220
Austin, TX, 78738
Austin, TX, 78738