Form D · Other Investment Fund
Charter-SOC II Co-Investment Fund I, LLC
Grand Rapids, MI · CIK 0001952006
Offering snapshot reported Oct 26, 2022 · SEC filing
- Reported sold
- $548K Offering amount: $2M
- Investors reported
- 9 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Oct 21, 2022 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 |
|---|---|---|---|---|---|
| Oct 26, 2022 | Initial | $548,000 | No comparison | 9 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-462844
Source: Form D, filed Oct 26, 2022. 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. Charter Private Capital Management, Inc. | Director, Executive |
| John Kerschen | Executive |
| Mike Palm | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
140 Monroe Center St. Nw Suite 300
Grand Rapids, MI, 49503
Grand Rapids, MI, 49503