Form D · Other Banking and Financial Services

Charter School Capital, Inc.

Portland, OR · CIK 0001541499

Offering snapshot reported Jun 13, 2023 · SEC filing

Reported sold
$48.6M
Offering amount: $50M
Investors reported
3
Form D · investor count
Minimum accepted
$4M
Reported outside-investor minimum
First sale
Mar 31, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$24.3M$48.6MApr 2, 2020: $5,000,000.00Apr 2, 2020Dec 4, 2020: $17,000,000.00Dec 4, 2020Dec 15, 2021: $37,000,000.00Dec 15, 2021Mar 23, 2023: $44,600,000.00Jun 13, 2023: $48,600,000.00Jun 13, 2023

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$5,000,000 → $48,600,000
  • Reported investors1 → 3
  • Minimum accepted$5,000,000 → $4,000,000

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 13, 2023Amendment$48,600,000$43,600,000vs Apr 2, 20203SEC filing
Mar 23, 2023Amendment$44,600,000$39,600,000vs Apr 2, 20203SEC filing
Dec 15, 2021Amendment$37,000,000$32,000,000vs Apr 2, 20202SEC filing
May 6, 2021Amendment$32,000,000No comparisonNot reportedSEC filing
Dec 4, 2020Amendment$17,000,000$12,000,000vs Apr 2, 20202SEC filing
Apr 10, 2020Initial$5,000,000No comparison1SEC filing
Apr 2, 2020Initial$5,000,000No comparison1SEC filing

Offering details

Securities
Equity
Exemptions
06c
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-364232

Source: Form D, filed Jun 13, 2023. 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
Brad Coburn Executive
Stuart Ellis Executive

Issuer details

Industry: Other Banking and Financial Services (See others in industry)

Address:
1000 Sw Broadway Suite 1800
Portland, OR, 97205