Form D · Private Equity Fund

Charter-TM, LLC

Grand Rapids, MI · CIK 0001750346

Offering snapshot reported Oct 25, 2018 · SEC filing

Reported sold
$3.48M
Offering amount: $4.25M
Investors reported
40
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Jul 23, 2018
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.74M$3.48MSep 13, 2018: $1,725,000.00Sep 13, 2018Oct 25, 2018: $3,482,750.00Oct 25, 2018

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$1,725,000 → $3,482,750
  • Reported investors18 → 40

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 25, 2018Amendment$3,482,750$1,757,750vs Sep 13, 201840SEC filing
Sep 13, 2018Initial$1,725,000No comparison18SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-321273

Source: Form D, filed Oct 25, 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.

People and organizations reported in Form D filings
NameReported role
N/A N/A Charter Private Capital Management, Inc. Director
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