Form D · Other

CHARTSCAN LLC

New York, NY · CIK 0001509186

Offering snapshot reported Jul 27, 2012 · SEC filing

Reported sold
$440K
Offering amount: $440K
Investors reported
43
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jul 13, 2012
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 27, 2012Initial$440,152No comparison43SEC filing
Jan 3, 2011Initial$2,034,000No comparison30SEC filing

Offering details

Securities
Equity
Exemptions
06
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-181869

Source: Form D, filed Jul 27, 2012. 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

CHARTSCAN LLC

Investment adviser: CHARTWELL INVESTMENTS II, LLC

Gross asset value
$6M
Beneficial owners
40
ADV minimum commitment
$25K

Reported in Form ADV on Mar 18, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator BAKER TILLY PLANO, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No
Filing source

Form ADV 2062822 · Mar 18, 2026 · Schedule D 7.B.(1), fund 805-5577222014

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.

People and organizations reported in Form D filings
NameReported role
Michael Shein Director, Executive, Promoter
Mark Woods Director, Executive, Promoter

Issuer details

Industry: Other (See others in industry)

Address:
500 Fifth Avenue, 50 Th Floor C/O Chartwell Investments
New York, NY, 10110