Form D · Private Equity Fund
Charter-Vestaron, LLC
Grand Rapids, MI · CIK 0001786696
Offering snapshot reported Aug 28, 2019 · SEC filing
- Reported sold
- $444K Offering amount: $444K
- Investors reported
- 8 Form D · investor count
- Minimum accepted
- $4K Reported outside-investor minimum
- First sale
- Aug 1, 2019 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 |
|---|---|---|---|---|---|
| Aug 28, 2019 | Initial | $444,000 | No comparison | 8 | 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
- 021-347591
Source: Form D, filed Aug 28, 2019. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
CHARTER-VESTARON, LLC
Investment adviser: CHARTER PRIVATE CAPITAL MANAGEMENT, LLC
- Gross asset value
- $1.04M
- Beneficial owners
- 8
- ADV minimum commitment
- $4K
Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Filing source
Form ADV 2085957 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-9023323124
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
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 |
| Dale Grogan | Executive, Promoter |
| John Kerschen | Executive, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Grand Rapids, MI, 49503