PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 4:58 AM ET

Sponsor Check › Sponsor group

CB

Charter Bridge

One sponsor team, 3 deal companies · George Town, Grand Cayman, Cayman Islands (as filed: E9)

Grouped because: 1 shared person, 1 shared management entity, similar issuer names (3) (automatic match from the filings) · not the same sponsor?

3deal companies
$606.6Mreported sold
73investors
12Form D filings
2010–2015active
0new, last 12 mo

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Mar 13, 2015 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Charter Bridge is a sponsor group of 3 issuers that PartnerFacts links to one sponsor (shared people, shared management entity, similar issuer names; automatic match from the filings), filing 12 Form D filings between Oct 2010 and Mar 2015.

What this means One team, 3 deal companies, about 5 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $606.6M to 73 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (3). Issuers are based in Cayman Islands (as filed: E9) (2), NY (1).

What this means $606.6M raised across the group, about $8.31M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Brian L. Zied (3 issuers, executive officer), Charter Bridge Capital Management, L.P. (3 issuers, promoter, entity), Alan Milgate (1 issuer, director), Allison Martinson (1 issuer, director), Charter Bridge Capital Group, LLC (1 issuer, promoter, entity) and 4 more.

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 0 new offerings in the last 12 months; latest filing Mar 13, 2015.

What this means No new raise filed in the past year.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA), property records (NYC, FL, IL and TX counties) — none found.

What this means Nothing turned up where we looked (4 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared 12 public filings for Charter Bridge and found 11 differences, 1 worth asking the sponsor about: Allison Martinson is no longer listed on the Oct 11, 2012 amendment; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Charter Bridge has not run yet — it is joining a line of 3,117 names; searches run around the clock at the hosts' allowed rate. Searched so far: 27 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: AZ, CA, DE, TX, WA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Charter Bridge..

State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states are not covered.

3. Bankruptcies

None found in sources searched — federal bankruptcy courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

11 differences found between the filings for Charter Bridge — 1 worth asking about (compared 12 filings on Oct 24, 2026)

Worth asking · Oct 7, 2011 – Oct 11, 2012

Allison Martinson is no longer listed on the Oct 11, 2012 amendment — Charter Bridge Capital Partners (Cayman), Ltd

Allison Martinson appears on the Oct 7, 2011 Form D/A (director) but not on the Oct 11, 2012 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Sources
Note · Jan 1, 2014 – Mar 13, 2015

No amendment in the last 12 months on an offering that may still be open — Charter Bridge P Fund, Ltd. (latest filing Mar 13, 2015)

The latest filing for this offering is dated Mar 13, 2015 (first sale Jan 1, 2014). It reports $80,184,267 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Sources
Note · Oct 1, 2010 – Jan 23, 2015

No amendment in the last 12 months on an offering that may still be open — Charter Bridge Capital Partners, LLC (latest filing Jan 23, 2015)

The latest filing for this offering is dated Jan 23, 2015 (first sale Oct 1, 2010). It reports $144,515,162 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Sources
Note · Oct 1, 2010 – Jan 23, 2015

No amendment in the last 12 months on an offering that may still be open — Charter Bridge Capital Partners (Cayman), Ltd (latest filing Jan 23, 2015)

The latest filing for this offering is dated Jan 23, 2015 (first sale Oct 1, 2010). It reports $381,862,094 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Sources
Note · Oct 7, 2010 – Oct 11, 2012

Scott P. Lennon is written 2 different ways on the filings

listed as "Scott Lennon" on 2 filings (from Oct 7, 2010), and "Scott P Lennon" on 3 filings (from Oct 11, 2012).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Sources
Note · Oct 7, 2011 – Oct 11, 2012

Address moved from New York, NY to Grand Cayman, Cayman Islands (as filed: E9) — Charter Bridge Capital Partners (Cayman), Ltd

The people listed on the Oct 7, 2011 filing give New York, NY; on the Oct 11, 2012 filing they give Grand Cayman, Cayman Islands (as filed: E9). The address now on file (Intertrust Corporate Svcs. (Cayman) Ltd., 190 Elgin Avenue, George Town, Grand Cayman, Cayman Islands (as filed: E9)) is a registered-agent or shared-office address used by 1,006 issuers.

What this means A registered agent's address is a mailbox, not where the team works. Ask where the business actually operates.

Sources
Note · Mar 13, 2015

Address on file is a registered agent / shared office — Charter Bridge P Fund, Ltd.

The latest filing lists Intertrust Corporate Svcs. (Cayman) Ltd., 190 Elgin Avenue, George Town, Grand Cayman, Cayman Islands (as filed: E9). That address is used by 1,006 issuers in our index (registered agent / corporate services / fund administrator).

What this means Many small companies use a registered agent's address — it is legal and common. It means the Form D address is not where the team works. Ask where the business operates and who runs it day to day.

Sources
Note · Jan 23, 2015

Address on file is a registered agent / shared office — Charter Bridge Capital Partners, LLC

The latest filing lists C/O Charter Bridge Capital Group, Llc, 1350 Avenue of The Americas, Suite 700, New York, NY. That address is used by 59 issuers in our index (59 issuers in 32 unrelated clusters).

What this means Many small companies use a registered agent's address — it is legal and common. It means the Form D address is not where the team works. Ask where the business operates and who runs it day to day.

Sources
Note · Jan 23, 2015

Address on file is a registered agent / shared office — Charter Bridge Capital Partners (Cayman), Ltd

The latest filing lists Intertrust Corporate Svcs. (Cayman) Ltd., 190 Elgin Avenue, George Town, Grand Cayman, Cayman Islands (as filed: E9). That address is used by 1,006 issuers in our index (registered agent / corporate services / fund administrator).

What this means Many small companies use a registered agent's address — it is legal and common. It means the Form D address is not where the team works. Ask where the business operates and who runs it day to day.

Sources
Note · Jan 23, 2015 – Mar 13, 2015

Member companies were formed in 2 different states

Cayman Islands (2), Delaware (1) — out of 3 member issuers. The odd ones out: Charter Bridge Capital Partners, LLC (Delaware).

What this means Sponsors often form each deal company in Delaware or Wyoming no matter where the property is. A mix is common; it just tells you which state's rules each company lives under.

Sources
Note · Jan 23, 2015 – Mar 13, 2015

Member companies list addresses in 2 different states

Cayman Islands (as filed: E9) (2), NY (1). 3 members use a registered-agent or shared-office address: Charter Bridge Capital Partners (Cayman), Ltd (Intertrust Corporate Svcs. (Cayman) Ltd., 190 Elgin Avenue, George Town, Grand Cayman, Cayman Islands (as filed: E9)); Charter Bridge Capital Partners, LLC (C/O Charter Bridge Capital Group, Llc, 1350 Avenue of The Americas, Suite 700, New York, NY); Charter Bridge P Fund, Ltd. (Intertrust Corporate Svcs. (Cayman) Ltd., 190 Elgin Avenue, George Town, Grand Cayman, Cayman Islands (as filed: E9)).

What this means A registered agent's address is a mailbox, not where the team works. The other address is more likely the real office — ask which one is.

Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

2 of 3 offerings report sales commissions totalling $63,971; 0 report finder's fees; 0 report proceeds to related persons.

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Mar 13, 2015 D/A
Charter Bridge P Fund, Ltd.
File 021-210277
$0$0$0None listed on this filingEDGAR ↗
Jan 23, 2015 D/A
Charter Bridge Capital Partners (Cayman), Ltd
File 021-148711
$28,811$0$0J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗
via J.P. Morgan Securities LLC (CRD 79 ↗)
EDGAR ↗
Jan 23, 2015 D/A
Charter Bridge Capital Partners, LLC
File 021-148716
$35,160$0$0J.P. Morgan Securities LLC BrokerCheck CRD 79 ↗
via J.P. Morgan Securities LLC (CRD 79 ↗)
EDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 3 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 23, 2026, 8:59 PM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to Charter Bridge in the sources searched.

Not found in sources searched as of Oct 23, 2026, 8:59 PM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET; Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed); Harris County TX and Dallas County TX (assessor ownership rolls only, 2026 roll; no deed, mortgage or sale records); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not covered). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Dade 23) Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Hillsborough 39) Oct 23, 2026, 8:54 PM ET. NYC and Cook County are looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗CB Charter Bridge Capital Partners (Cayman), Ltdshared people, shared management entity, similar issuer namesGEORGE TOWN, GRAND CAYMAN, Cayman Islands (as filed: E9)Pooled Investment Fund5$381,862,094
offering Indefinite · similar: $155,000–$5,250,000
38
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2010–2015
EDGAR ↗CB Charter Bridge Capital Partners, LLCshared people, shared management entity, similar issuer namesNEW YORK, NYPooled Investment Fund5$144,515,162
offering Indefinite · similar: $155,000–$5,250,000
30
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2010–2015
EDGAR ↗CB Charter Bridge P Fund, Ltd.shared people, shared management entity, similar issuer namesGEORGE TOWN, GRAND CAYMAN, Cayman Islands (as filed: E9)Pooled Investment Fund2$80,184,267
offering Indefinite · similar: $155,000–$5,250,000
5
similar: 4–27
$100,000
similar: $1,000–$100,000
2014–2015

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Mar 13, 2015Charter Bridge P Fund, Ltd.D/APooled Investment FundIndefinite$80,184,267
EDGAR ↗Jan 23, 2015Charter Bridge Capital Partners, LLCD/APooled Investment FundIndefinite$144,515,162
EDGAR ↗Jan 23, 2015Charter Bridge Capital Partners (Cayman), LtdD/APooled Investment FundIndefinite$381,862,094
EDGAR ↗Jan 16, 2014Charter Bridge P Fund, Ltd.DPooled Investment FundIndefinite$70,184,267
EDGAR ↗Oct 16, 2013Charter Bridge Capital Partners, LLCD/APooled Investment FundIndefinite$104,985,020
EDGAR ↗Oct 16, 2013Charter Bridge Capital Partners (Cayman), LtdD/APooled Investment FundIndefinite$216,539,400
EDGAR ↗Oct 11, 2012Charter Bridge Capital Partners, LLCD/APooled Investment FundIndefinite$92,285,020
EDGAR ↗Oct 11, 2012Charter Bridge Capital Partners (Cayman), LtdD/APooled Investment FundIndefinite$209,579,400
EDGAR ↗Oct 7, 2011Charter Bridge Capital Partners, LLCD/APooled Investment FundIndefinite$72,945,000
EDGAR ↗Oct 7, 2011Charter Bridge Capital Partners (Cayman), LtdD/APooled Investment FundIndefinite$115,510,000
EDGAR ↗Oct 7, 2010Charter Bridge Capital Partners, LLCDPooled Investment FundIndefinite$23,000,000
EDGAR ↗Oct 7, 2010Charter Bridge Capital Partners (Cayman), LtdDPooled Investment FundIndefinite$21,500,000

Activity: 0 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Mar 13, 2015. Industry history, as reported on each offering's latest filing: All 3 offerings reported: Pooled Investment Fund (2010–2014).

People across the group

NameRolesIssuers hereFirst → last listed
CB Charter Bridge Capital Management, L.P. entityPromoter3Oct 7, 2010 → Mar 13, 2015
BZ Brian L. ZiedExecutive Officer3Oct 7, 2010 → Mar 13, 2015
AM Alan MilgateDirector1Jan 16, 2014 → Mar 13, 2015
FC Francis J. ConroyDirector1Jan 16, 2014 → Mar 13, 2015
GP Georgia PrinslooDirector1Oct 11, 2012 → Jan 23, 2015
SL Scott P. LennonDirector1Oct 7, 2010 → Jan 23, 2015
LA Lisa AlexanderDirector1Oct 11, 2012 → Jan 23, 2015
CB Charter Bridge Capital Group, LLC entityPromoter1Oct 7, 2010 → Jan 23, 2015
AM Allison MartinsonDirector1Oct 7, 2010 → Oct 7, 2011

Adviser registration (Form ADV)

Searched SEC Form ADV bulk data (registered + exempt reporting advisers) (24,962 records as of Oct 2, 2026, 8:00 AM ET) — nothing matched Charter Bridge.

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Charter Bridge as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in Charter Bridge's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #308,610 of 374,652 in line (14 issuers searched so far). One-tap searches: Look further ↓

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Change history

No corrections have been requested for this page.

Request a correction

Free. Covers the grouping itself or any record shown here. Logged with status: received → under review → fixed / confirmed with source.

Sponsor response

Add a sourced explanation next to any fact. Reviewed before publishing.

Grouping is PartnerFacts' inference from public filings (shared related persons, management entities, business address). Everything else on this page is drawn from the filings themselves. Not the same sponsor? Request a correction.

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (outside the US (as filed: GEORGE TOWN), outside the US (as filed: GRAND CAYMAN), E9). Each opens in a new tab; what you find there is not verified by PartnerFacts.