Form D · Private Equity Fund
Charter-Swift, LLC
Grand Rapids, MI · CIK 0001758837
Offering snapshot reported Nov 13, 2018 · SEC filing
- Reported sold
- $757K Offering amount: $1M
- Investors reported
- 19 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Oct 31, 2018 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 |
|---|---|---|---|---|---|
| Nov 13, 2018 | Initial | $757,451 | No comparison | 19 | 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
- 021-325647
Source: Form D, filed Nov 13, 2018. 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 N/A Charter Private Capital Management, Inc. | Director, Executive |
| Dale Grogan | Executive, Promoter |
| John Kerschen | Executive, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
140 Monroe Center Nw Suite 300
Grand Rapids, MI, 49503
Grand Rapids, MI, 49503