Form D · Investing

Hafele Three Charters Fund, LLC

Louisville, KY · CIK 0002025783

Offering snapshot reported Apr 14, 2025 · SEC filing

Reported sold
$8.4M
Offering amount: $8.4M
Investors reported
52
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Aug 28, 2024
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$4.2M$8.4MSep 11, 2024: $6,660,000.00Sep 11, 2024Apr 14, 2025: $8,397,800.00Apr 14, 2025

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$6,660,000 → $8,397,800
  • Reported investors39 → 52

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 14, 2025Amendment$8,397,800$1,737,800vs Sep 11, 202452SEC filing
Sep 11, 2024Initial$6,660,000No comparison39SEC 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
021-523750

Source: Form D, filed Apr 14, 2025. 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

HAFELE THREE CHARTERS FUND, LLC

Investment adviser: HAFELE INVESTMENTS, INC.

Gross asset value
$8.4M
Beneficial owners
52
ADV minimum commitment
$100K

Reported in Form ADV on Jul 1, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Custodian FIRST FINANCIAL BANK CINCINNATI, Ohio, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Filing source

Form ADV 2116739 · Jul 1, 2026 · Schedule D 7.B.(1), fund 805-8470968593

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
Carl Wilfred Hafele Executive

Issuer details

Industry: Investing (See others in industry)

Address:
500 North Hurstbourne Parkway Suite 425
Louisville, KY, 40222