PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:02 AM ET

Sponsor Check › Sponsor group

C

Charter

One sponsor team, 37 deal companies · Grand Rapids, MI

Grouped because: 17 shared people, 1 shared management entity, same business address (29 issuers), similar issuer names (34) (automatic match from the filings) · not the same sponsor?

37deal companies
$205.4Mreported sold
735investors
49Form D filings
2009–2026active
1new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Jul 28, 2026 · 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 is a sponsor group of 37 issuers that PartnerFacts links to one sponsor (shared people, same business address, shared management entity, similar issuer names, same person name on both filings; automatic match from the filings), filing 49 Form D filings between Apr 2009 and Jul 2026.

What this means One team, 37 deal companies, about 17 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: $205.4M to 735 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (32), Other Technology (2), Pharmaceuticals (2), "Other" (1). Issuers are based in MI (37).

What this means $205.4M raised across the group, about $279K per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: John Kerschen (27 issuers, executive officer, director, and promoter), Dale Grogan (21 issuers, executive officer, director, and promoter), Charter Private Capital Management, Inc. (15 issuers, executive officer and director, entity), Paul D'Amato (5 issuers, executive officer, director, and promoter), Jody Vanderwel (4 issuers, executive officer, director, and promoter) and 54 more.

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

Activity: 1 new offering in the last 12 months; latest filing Jul 28, 2026.

What this means still raising money this year.

Adviser registration (Form ADV) on record: CHARTER PRIVATE CAPITAL MANAGEMENT, LLC.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — 15 court cases matching the name, 9 bankruptcy cases matching the name listed in Key records below.

What this means 24 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 49 public filings for Charter and found 18 differences, 6 worth asking the sponsor about: 50% of the money raised went to insiders; Charter includes 16 deals that stopped filing before reaching their target; 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 has not run yet — it is joining a line of 45,694 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

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

1. Lawsuits

15 cases: 4 closed (disposition not in docket feed), 10 dismissed, 1 judgment

Trinkhaus v. Superyacht Sales and Charter LLC closed matched at sponsor-group level (Charter)
District Court, S.D. Florida · No. 0:22-cv-61885 · Filed Oct 7, 2022 · Closed Dec 23, 2022
Role of Charter LLC: Defendant · Outcome: Terminated 2022-12-23 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in FL (not the issuer's state)
MGRM Pinnacle Incorporated v. Achieving Community Transformation Academy Cyber Charter School dismissed
District Court, D. Arizona · No. 2:17-cv-00770 · Filed Mar 14, 2017 · Closed Jul 25, 2017 · Nature of suit: 190 Other contract actions
Role of MGRM Pinnacle Incorporated v. Achieving Community Transformation Academy Cyber Charter School: Party · Outcome: Terminated 2017-07-25 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in AZ (not the issuer's state)
Metropolitan Life v. Charter plc dismissed matched at sponsor-group level (Charter)
District Court, S.D. New York · No. 1:03-cv-02789 · Filed Apr 22, 2003 · Closed Feb 17, 2004 · Nature of suit: 190 Contract: Other · Cause: 28:2201 Constitutionality of State Statute(s)
Role of Charter plc: Defendant · Outcome: Terminated 2004-02-17 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NY (not the issuer's state); filed 2003, issuer incorporated 2009
Transamerica Comm v. Charter Corporation dismissed matched at sponsor-group level (Charter)
District Court, D. South Carolina · No. 4:96-cv-03472 · Filed Nov 19, 1996 · Closed Jan 8, 1997 · Nature of suit: 190 Other contract actions
Role of Charter Corporation: Defendant · Outcome: Terminated 1997-01-08 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; name has one distinctive word; court in SC (not the issuer's state); filed 1996, issuer incorporated 2009
Crow v. Charter Ltd. judgment matched at sponsor-group level (Charter)
District Court, M.D. Alabama · No. 2:94-cv-01484 · Filed Nov 17, 1994 · Closed Mar 30, 1995 · Nature of suit: 190 Other contract actions
Role of Charter Ltd.: Defendant · Outcome: Terminated 1995-03-30 — FJC Integrated Database disposition: Judgment on default; judgment for plaintiff Docket on CourtListener ↗
exact company name; name has one distinctive word; court in AL (not the issuer's state); filed 1994, issuer incorporated 2009
Charter, Inc. v. Cheney dismissed matched at sponsor-group level (Charter)
District Court, S.D. Mississippi · No. 1:92-cv-00608 · Filed Dec 28, 1992 · Closed Apr 2, 1993 · Nature of suit: 890 Other statutory actions
Role of Charter, Inc.: Plaintiff · Outcome: Terminated 1993-04-02 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
exact company name; name has one distinctive word; court in MS (not the issuer's state); filed 1992, issuer incorporated 2009
Kanokla Energy Corp v. Charter Company, The dismissed matched at sponsor-group level (Charter)
District Court, W.D. Oklahoma · No. 5:90-cv-01343 · Filed Aug 21, 1990 · Closed Aug 5, 1991 · Nature of suit: 190 Other contract actions
Role of Charter Company, The: Defendant · Outcome: Terminated 1991-08-05 — FJC Integrated Database disposition: Dismissed: want of prosecution Docket on CourtListener ↗
exact company name; name has one distinctive word; court in OK (not the issuer's state); filed 1990, issuer incorporated 2009
Barker v. Charter Co. closed matched at sponsor-group level (Charter)
District Court, M.D. Florida · No. 3:89-cv-01014 · Filed Dec 29, 1989 · Closed Apr 25, 1990
Role of Charter Co.: Defendant · Outcome: Terminated 1990-04-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in FL (not the issuer's state); filed 1989, issuer incorporated 2009
Charter Co. v. Abourezk closed matched at sponsor-group level (Charter)
District Court, M.D. Florida · No. 3:88-cv-00204 · Filed Mar 7, 1988 · Closed Jun 17, 1988
Role of Charter Co.: Plaintiff · Outcome: Terminated 1988-06-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in FL (not the issuer's state); filed 1988, issuer incorporated 2009
CREDIT CORP v. CHARTER CORP dismissed matched at sponsor-group level (Charter)
District Court, S.D. New York · No. · Filed Jan 6, 1988 · Closed Apr 29, 1988 · Nature of suit: 190 Other contract actions
Role of CHARTER CORP: Defendant · Outcome: Terminated 1988-04-29 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NY (not the issuer's state); filed 1988, issuer incorporated 2009
TOURNAMENT AND CHARTER CO. v. TAYLOR YACHT SERVICE dismissed matched at sponsor-group level (Charter)
District Court, E.D. Louisiana · No. · Filed Aug 11, 1987 · Closed Mar 22, 1988 · Nature of suit: 380 Other personal property damage
Role of CHARTER CO.: Plaintiff · Outcome: Terminated 1988-03-22 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; name has one distinctive word; court in LA (not the issuer's state); filed 1987, issuer incorporated 2009
Certified Class In C v. Charter Company dismissed matched at sponsor-group level (Charter)
District Court, M.D. Florida · No. 3:87-cv-00098 · Filed Feb 9, 1987 · Closed Aug 22, 1988 · Nature of suit: 422 Bankruptcy appeals rule 28 USC 158
Role of Charter Company: Defendant · Outcome: Terminated 1988-08-22 — FJC Integrated Database disposition: Dismissed: other Docket on CourtListener ↗
exact company name; name has one distinctive word; court in FL (not the issuer's state); filed 1987, issuer incorporated 2009
Certified Class v. Charter Company closed matched at sponsor-group level (Charter)
District Court, M.D. Florida · No. 3:86-cv-01079 · Filed Dec 10, 1986 · Closed Jul 12, 1990 · Nature of suit: 422 Bankruptcy appeals rule 28 USC 158
Role of Charter Company: Defendant · Outcome: Terminated 1990-07-12 — FJC Integrated Database disposition: Remanded to U.S. agency Docket on CourtListener ↗
exact company name; name has one distinctive word; court in FL (not the issuer's state); filed 1986, issuer incorporated 2009
WEHNER v. THE CHARTER CO dismissed matched at sponsor-group level (Charter)
District Court, E.D. Missouri · No. · Filed Apr 10, 1984 · Closed Oct 13, 1987 · Nature of suit: 290 Other real property actions
Role of THE CHARTER CO: Defendant · Outcome: Terminated 1987-10-13 — FJC Integrated Database disposition: Dismissed: lack of jurisdiction Docket on CourtListener ↗
exact company name; name has one distinctive word; court in MO (not the issuer's state); filed 1984, issuer incorporated 2009
Barker v. Charter Company dismissed matched at sponsor-group level (Charter)
District Court, M.D. Florida · No. 3:84-cv-00448 · Filed Apr 5, 1984 · Closed Mar 18, 2016 · Nature of suit: 850 Securities/Commodities · Cause: 15:0078m(a) Securities Exchange Act
Role of Charter Company: Defendant · Outcome: Terminated 2016-03-18 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; name has one distinctive word; court in FL (not the issuer's state); filed 1984, issuer incorporated 2009
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.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

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: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

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..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

9 cases: 9 closed (disposition not in docket feed)

Brink's Tour and Charter, LLC v. Faust closed matched at sponsor-group level (Charter)
United States Bankruptcy Court, W.D. Pennsylvania · No. 14-01070 · Filed Sep 9, 2014 · Closed Jan 26, 2015
Role of Charter, LLC: Plaintiff · Outcome: Case closed 2015-01-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in PA (not the issuer's state)
Brink's Tour and Charter, LLC closed matched at sponsor-group level (Charter)
United States Bankruptcy Court, W.D. Pennsylvania · No. 14-10714 · Filed Jun 19, 2014 · Closed Jan 25, 2016
Role of Charter, LLC: Debtor · Outcome: Case closed 2016-01-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in PA (not the issuer's state)
Charter Corporation closed matched at sponsor-group level (Charter)
United States Bankruptcy Court, D. Maryland · No. 93-57124 · Filed Oct 22, 1993 · Closed Oct 12, 2001
Role of Charter Corporation: Debtor · Outcome: Case closed 2001-10-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in MD (not the issuer's state); filed 1993, issuer incorporated 2009
Excalibur Tours/Charter, Inc. v. Fleet Credit Corporation closed matched at sponsor-group level (Charter)
United States Bankruptcy Court, E.D. Tennessee · No. 1:90-ap-01145 · Filed Jun 11, 1990 · Closed Aug 12, 1993
Role of Charter, Inc.: Plaintiff · Outcome: Case closed 1993-08-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in TN (not the issuer's state); filed 1990, issuer incorporated 2009
Excalibur Tours/Charter, Inc. closed matched at sponsor-group level (Charter)
United States Bankruptcy Court, E.D. Tennessee · No. 1:90-bk-12135 · Filed Jun 1, 1990 · Closed Aug 13, 1993
Role of Charter, Inc.: Debtor · Outcome: Case closed 1993-08-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in TN (not the issuer's state); filed 1990, issuer incorporated 2009
The Charter Company closed matched at sponsor-group level (Charter)
United States Bankruptcy Court, N.D. Illinois · No. 85-13424 · Filed Oct 7, 1985 · Closed Nov 29, 1985
Role of The Charter Company: Debtor · Outcome: Case closed 1985-11-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in IL (not the issuer's state); filed 1985, issuer incorporated 2009
Et Al The Charter Company closed matched at sponsor-group level (Charter)
United States Bankruptcy Court, N.D. Illinois · No. 85-09080 · Filed Jul 18, 1985 · Closed Mar 31, 1987
Role of The Charter Company: Debtor · Outcome: Case closed 1987-03-31 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in IL (not the issuer's state); filed 1985, issuer incorporated 2009
The Charter Company closed matched at sponsor-group level (Charter)
United States Bankruptcy Court, M.D. Florida · No. 3:84-bk-00289 · Filed Apr 20, 1984 · Closed Apr 17, 2002
Role of The Charter Company: Debtor · Outcome: Case closed 2002-04-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in FL (not the issuer's state); filed 1984, issuer incorporated 2009
The Charter Company, Inc. closed matched at sponsor-group level (Charter)
United States Bankruptcy Court, E.D. North Carolina · No. 79-01268 · Filed Nov 21, 1979 · Closed Nov 29, 1985
Role of The Charter Company, Inc.: Debtor · Outcome: Case closed 1985-11-29 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NC (not the issuer's state); filed 1979, issuer incorporated 2009
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.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

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.

18 differences found between the filings for Charter — 6 worth asking about (compared 49 filings on Oct 24, 2026)

Worth asking · Dec 16, 2015

50% of the money raised went to insiders — Charter-eAgile Fund, LLC

The Dec 16, 2015 Form D reports $100,000 sold and $50,000 of the proceeds used for payments to officers, directors or promoters (marked as an estimate). Issuer's note: "Management Fee to be paid to Manager".

What this means The filing reports how much of the money raised was paid to insiders. Over 10% is high for most deals. Ask what it paid for.

Form D · Dec 16, 2015 ↗Charter-eAgile Fund, LLC — PartnerFacts page ↗
Sources
Worth asking · Dec 28, 2009 – Oct 26, 2023

Charter includes 16 deals that stopped filing before reaching their target

New Community Transformation Fund, LP (last filing Oct 26, 2023; $11,415,044 sold of $25,000,000); Michigan Capital Network Opportunity Fund, LP (last filing Oct 23, 2023; $0 sold of $10,000,000); CHARTER-PAPA'S FUND II, LLC (last filing Nov 1, 2022; $617,919 sold of $2,000,000); Charter-SOC II Co-Investment Fund I, LLC (last filing Oct 26, 2022; $548,000 sold of $2,000,000); HENRICKSON NAUTA VENTURE FUND II, LP (last filing Nov 8, 2021; $700,000 sold of $10,000,000); Charter-HN Spirits Fund, LLC (last filing Mar 3, 2020; $785,000 sold of $2,500,000); and 10 more. Each has no filing in more than two years and reported under half its target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

New Community Transformation Fund, LP — PartnerFacts page ↗Michigan Capital Network Opportunity Fund, LP — PartnerFacts page ↗CHARTER-PAPA'S FUND II, LLC — PartnerFacts page ↗Charter-SOC II Co-Investment Fund I, LLC — PartnerFacts page ↗
Sources
Worth asking · Apr 7, 2009 – Mar 3, 2011

10 other issuers file from the same address — 2 member issuers (Charter MSD 2.1 Fund, LLC; Michigan Accelerator Fund I, L.P.)

The address on file, 99 Monroe Ave, Nw, Suite 506, Grand Rapids, MI, is used by 12 issuers in our index across 4 sponsor groups; 10 are outside this group. It is not on our registered-agent list, so it may be a shared office or administrator.

What this means Many unrelated companies file from this address. Often a registered agent or a fund administrator; sometimes a shared office. Ask where the team actually works.

Charter MSD 2.1 Fund, LLC — PartnerFacts page ↗Michigan Accelerator Fund I, L.P. — PartnerFacts page ↗EDGAR filer page · Charter MSD 2.1 Fund, LLC ↗
Sources
Worth asking · Jan 27, 2011 – Jul 1, 2025

9 Form Ds were filed more than 15 days after the first sale

Form D filed 102 days after the first sale — GRAM Acquisition, LLC · Form D filed 32 days after the first sale — Charter Stone House LLC · Form D filed 39 days after the first sale — Charter-HN Spirits Fund, LLC · Form D filed 27 days after the first sale — Charter-Vestaron, LLC · Form D filed 29 days after the first sale — Charter Growth Capital Fund, L.P. · and 4 more

What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.

Form D · May 3, 2013 ↗GRAM Acquisition, LLC — PartnerFacts page ↗Form D · Jul 1, 2025 ↗Charter Stone House LLC — PartnerFacts page ↗
Sources
Note · Dec 8, 2010 – Apr 16, 2024

26 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — Charter Growth Capital Fund II, L.P. (latest filing Apr 16, 2024) · No amendment in the last 12 months on an offering that may still be open — New Community Transformation Fund, LP (latest filing Oct 26, 2023) · No amendment in the last 12 months on an offering that may still be open — Charter-ASI 3, LLC (latest filing Apr 18, 2023) · No amendment in the last 12 months on an offering that may still be open — Michigan Capital Network Venture Fund IV, LP (latest filing Jan 24, 2023) · No amendment in the last 12 months on an offering that may still be open — CHARTER-PAPA'S FUND II, LLC (latest filing Nov 1, 2022) · and 21 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D · Apr 16, 2024 ↗Charter Growth Capital Fund II, L.P. — PartnerFacts page ↗Form D/A · Oct 26, 2023 ↗New Community Transformation Fund, LP — PartnerFacts page ↗
Sources
Worth asking · Dec 9, 2020 – Oct 26, 2023

Renee Tabben is no longer listed on the Oct 26, 2023 amendment — New Community Transformation Fund, LP

Renee Tabben appears on the Dec 9, 2020 Form D/A (director) but not on the Oct 26, 2023 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.

Form D/A · Dec 9, 2020 ↗Form D/A · Oct 26, 2023 ↗Renee Tabben — PartnerFacts page ↗New Community Transformation Fund, LP — PartnerFacts page ↗
Sources
Note · Dec 22, 2010 – Oct 26, 2023

5 role changes for the same people across filings

Kwame Anku's role changed at New Community Transformation Fund, LP: promoter → director · Garrick Rochow's role changed at New Community Transformation Fund, LP: director → executive officer · Nathan E. Owen's role changed at Blue Medora LLC: executive officer, director, promoter → executive officer, director · Carl B. Erickson's role changed at Blue Medora LLC: director, promoter → director · John Kerschen's role changed at GRAM Acquisition, LLC: executive officer, director → executive officer, director, promoter

What this means Roles on Form D are self-reported. Ask who runs the company today.

Form D/A · Dec 9, 2020 ↗Form D/A · Oct 26, 2023 ↗Kwame Anku — PartnerFacts page ↗New Community Transformation Fund, LP — PartnerFacts page ↗
Sources
Note · Sep 12, 2022 – Jan 24, 2023

Offering amount changed between filings — Michigan Capital Network Venture Fund IV, LP

The Sep 12, 2022 filing says $35,000,000 offered; the Jan 24, 2023 Form D/A says $50,000,000.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D/A (earlier) · Sep 12, 2022 ↗Form D/A (later) · Jan 24, 2023 ↗Michigan Capital Network Venture Fund IV, LP — PartnerFacts page ↗
Sources
Note · Jul 13, 2021 – Sep 12, 2022

Offering amount changed between filings — Michigan Capital Network Venture Fund IV, LP

The Jul 13, 2021 filing says $25,000,000 offered; the Sep 12, 2022 Form D/A says $35,000,000.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D (earlier) · Jul 13, 2021 ↗Form D/A (later) · Sep 12, 2022 ↗Michigan Capital Network Venture Fund IV, LP — PartnerFacts page ↗
Sources
Note · Dec 9, 2020 – Oct 26, 2023

Minimum investment changed between filings — New Community Transformation Fund, LP

The Dec 9, 2020 filing lists a minimum of $250,000; the Oct 26, 2023 Form D/A lists $100,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · Dec 9, 2020 ↗Form D/A (later) · Oct 26, 2023 ↗New Community Transformation Fund, LP — PartnerFacts page ↗
Sources
Note · Apr 7, 2009 – Jan 23, 2026

8 people are written more than one way across the filings

Birgit Klohs is written 2 different ways on the filings · Skot Welch is written 2 different ways on the filings · Dale Grogan is written 2 different ways on the filings · Charter Private Capital Management, Inc. is written 3 different ways on the filings · Hector Bultynck is written 2 different ways on the filings · and 3 more

What this means Middle names and suffixes come and go on these forms. Check full legal names against your documents.

Form D · Aug 20, 2020 ↗Form D · Jan 23, 2026 ↗Birgit Klohs — PartnerFacts page ↗Skot Welch — PartnerFacts page ↗
Sources
Note · Jan 9, 2013 – Jan 15, 2015

Industry group changed between filings — Blue Medora LLC

"Computers" (Jan 9, 2013); then "Other Technology" (Jan 15, 2015).

What this means The issuer described its business differently on different forms. Often it is just a different box ticked; sometimes the deal itself changed. Ask which business your money is in.

Form D · Jan 9, 2013 ↗Form D · Jan 15, 2015 ↗Blue Medora LLC — PartnerFacts page ↗
Sources
Note · Jul 13, 2021 – Sep 12, 2022

Reported revenue range changed between filings — Michigan Capital Network Venture Fund IV, LP

"No Revenues" (Jul 13, 2021); then "Decline to Disclose" (Sep 12, 2022).

What this means This is the size band the issuer picks for itself on the form. A change can mean the business grew or shrank — or that it chose not to say. Ask for current numbers.

Form D · Jul 13, 2021 ↗Form D/A · Sep 12, 2022 ↗Michigan Capital Network Venture Fund IV, LP — PartnerFacts page ↗
Sources
Note · Jun 24, 2015 – Aug 30, 2016

Reported revenue range changed between filings — Blue Medora, Inc.

"$1,000,001 - $5,000,000" (Jun 24, 2015); then "Decline to Disclose" (Aug 30, 2016).

What this means This is the size band the issuer picks for itself on the form. A change can mean the business grew or shrank — or that it chose not to say. Ask for current numbers.

Form D · Jun 24, 2015 ↗Form D · Aug 30, 2016 ↗Blue Medora, Inc. — PartnerFacts page ↗
Sources
Note · Dec 22, 2010 – May 3, 2013

Address moved from Indianapolis, IN to Grand Rapids, MI — GRAM Acquisition, LLC

The people listed on the Dec 22, 2010 filing give Indianapolis, IN; on the May 3, 2013 filing they give Grand Rapids, MI.

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

Form D · Dec 22, 2010 ↗Form D · May 3, 2013 ↗GRAM Acquisition, LLC — PartnerFacts page ↗
Sources
Worth asking · Jan 9, 2013 – Jun 24, 2015

2 separate companies in this group use the same name: "Blue Medora LLC"

CIK 1566586 (first filed Jan 9, 2013, Grand Rapids, MI); CIK 1646098 (first filed Jun 24, 2015, Grand Rapids, MI).

What this means Two legal entities with one name can make it unclear which one you invested in. Match the CIK and the SEC file number on your documents, not just the name.

Blue Medora LLC — PartnerFacts page ↗Blue Medora, Inc. — PartnerFacts page ↗EDGAR filer page · CIK 1566586 ↗EDGAR filer page · CIK 1646098 ↗
Sources
Note · Apr 7, 2009 – Jul 28, 2026

Member companies were formed in 4 different states

Michigan (23), Delaware (12), Mi (1), Indiana (1) — out of 37 member issuers. The odd ones out: Charter MSD 2.1 Fund, LLC (Mi); GRAM Acquisition, LLC (Indiana); GRAM NewCo, Inc. (Delaware); Michigan Accelerator Fund I, L.P. (Delaware); Blue Medora, Inc. (Delaware); Henrickson Nauta Venture Fund 1, L.P. (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.

Charter — sponsor group page ↗Charter MSD 2.1 Fund, LLC — PartnerFacts page ↗GRAM Acquisition, LLC — PartnerFacts page ↗GRAM NewCo, Inc. — PartnerFacts page ↗
Sources
Note · Jul 30, 2019

Issuer used a different name before — Charter Growth Capital Fund, L.P.

SEC records list prior names for this filer: Charter Credit Strategies LP. The current name on file is "Charter Growth Capital Fund, L.P.".

What this means A name change is normal, but your documents may show the old name. Match the CIK, not just the name.

EDGAR filer page ↗Charter Growth Capital Fund, L.P. — PartnerFacts page ↗
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

0 of 42 offerings report sales commissions; 0 report finder's fees; 9 report proceeds to related persons totalling $525,133. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jul 28, 2026 D/A
Michigan Capital Network Venture Fund V, L.P.
File 021-554927
$0 (est.)$0 (est.)$0 (est.)
The management company will receive management fees in an amount based off of the amount of securities sold.
None listed on this filingEDGAR ↗
Jan 23, 2026 D
New Community Transformation Fund II, L.P.
File 021-571011
$0$0$0None listed on this filingEDGAR ↗
Jul 1, 2025 D
Charter Stone House LLC
File 021-550477
$0$0$0
Charter Private Capital Management, LLC is entitled to receive a management fee pursuant to the terms of the Operating Agreement of the Issuer.
None listed on this filingEDGAR ↗
Apr 16, 2024 D
Charter Growth Capital Fund II, L.P.
File 021-510719
$0 (est.)$0 (est.)$0 (est.)
The management company will receive management fees in an amount based off of the amount of securities sold.
None listed on this filingEDGAR ↗
Oct 26, 2023 D/A
New Community Transformation Fund, LP
File 021-373738
$0$0$0None listed on this filingEDGAR ↗
Oct 23, 2023 D
Michigan Capital Network Opportunity Fund, LP
File 021-495446
$0$0$0None listed on this filingEDGAR ↗
Apr 18, 2023 D
Charter-ASI 3, LLC
File 021-479267
$0 (est.)$0 (est.)$33,333 (est.)
Charter Private Capital Management, LLC is entitled to receive a management fee pursuant to the terms of the Operating Agreement of the Issuer.
None listed on this filingEDGAR ↗
Jan 24, 2023 D/A
Michigan Capital Network Venture Fund IV, LP
File 021-406030
$0$0$0None listed on this filingEDGAR ↗
Nov 1, 2022 D
CHARTER-PAPA'S FUND II, LLC
File 021-463420
$0$0$0 (est.)
Charter Private Capital Management, Inc. is entitled to receive a management fee pursuant to the terms of the Operating Agreement of the Issuer
None listed on this filingEDGAR ↗
Oct 26, 2022 D
Charter-SOC II Co-Investment Fund I, LLC
File 021-462844
$0$0$50,000 (est.)
Charter Private Capital Management, Inc. is entitled to receive a management fee pursuant to the terms of the Operating Agreement of the Issuer
None listed on this filingEDGAR ↗
May 23, 2022 D
Charter-Vestaron II, LLC
File 021-446659
$0$0$75,000 (est.)
Charter Private Capital Management, Inc. is entitled to receive a management fee pursuant to the terms of the Operating Agreement of the Issuer.
None listed on this filingEDGAR ↗
Jan 14, 2022 D
CGCF Co-Investment Vehicle I, LLC
File 021-429480
$0$0$0None listed on this filingEDGAR ↗
Nov 8, 2021 D
HENRICKSON NAUTA VENTURE FUND II, LP
File 021-420272
$0$0$0None listed on this filingEDGAR ↗
Jun 28, 2021 D
Charter-SOC 2, LLC
File 021-404383
$0$0$0 (est.)
Charter Private Capital Management, Inc. is entitled to receive a management fee pursuant to the terms of the Operating Agreement of the Issuer.
None listed on this filingEDGAR ↗
Sep 28, 2020 D
CHARTER-PAPA'S FUND, LLC
File 021-376498
$0$0$65,000 (est.)
Charter Private Capital Management, Inc. is entitled to receive a management fee pursuant to the terms of the Operating Agreement of the Issuer.
None listed on this filingEDGAR ↗
Mar 3, 2020 D
Charter-HN Spirits Fund, LLC
File 021-361818
$0$0$0 (est.)
Charter Private Capital, Inc. is entitled to receive a management fee pursuant to the terms of the Operating Agreement of the Issuer.
None listed on this filingEDGAR ↗
Aug 28, 2019 D
Charter-Vestaron, LLC
File 021-347591
$0$0$0 (est.)
Charter Private Capital Management, Inc. is entitled to receive a management fee pursuant to the terms of the Operating Agreement of the Issuer.
None listed on this filingEDGAR ↗
Jul 30, 2019 D
Charter Growth Capital Fund, L.P.
File 021-345411
$0$0$0 (est.)
Growth Capital Management, LLC is entitled to receive a management fee pursuant to the terms of the Operating Agreement of the Issuer.
None listed on this filingEDGAR ↗
Jan 9, 2019 D
Charter-ASI 2, LLC
File 021-330019
$0$0$44,300 (est.)
Charter Private Capital Management, Inc. is entitled to receive a management fee pursuant to the terms of the Operating Agreement of the Issuer.
None listed on this filingEDGAR ↗
Jan 3, 2019 D
Charter-ASI, LLC
File 021-329536
$0$0$190,000 (est.)
Charter Private Capital Management, Inc. is entitled to receive a management fee pursuant to the terms of the Operating Agreement of the Issuer.
None listed on this filingEDGAR ↗
Nov 13, 2018 D
Charter-Swift, LLC
File 021-325647
$0$0$0 (est.)
Charter Private Capital Management, Inc. is entitled to receive a management fee pursuant to the terms of the Operating Agreement of the Issuer.
None listed on this filingEDGAR ↗
Oct 25, 2018 D/A
Charter-TM, LLC
File 021-321273
$0 (est.)$0 (est.)$0 (est.)
Charter Private Capital Management, Inc. is entitled to receive a management fee pursuant to the terms of the Operating Agreement of the Issuer.
None listed on this filingEDGAR ↗
Aug 8, 2018 D
Blue Medora, Inc.
File 021-318733
$0$0$0None listed on this filingEDGAR ↗
Jul 23, 2018 D
Henrickson Nauta Venture Fund 1, L.P.
File 021-317460
$0$0$0 (est.)
Charter Private Capital Management, Inc. is entitled to receive a management fee pursuant to the terms of the Limited Partnership Agreement of the Issuer.
None listed on this filingEDGAR ↗
Oct 19, 2017 D
Blue Medora, Inc.
File 021-297049
$0$0$0None listed on this filingEDGAR ↗
Jan 27, 2017 D
Rim Guard Holdings, LLC
File 021-279517
$0$0$0None listed on this filingEDGAR ↗
Aug 30, 2016 D
Blue Medora, Inc.
File 021-269782
$0$0$0None listed on this filingEDGAR ↗
Apr 26, 2016 D
MAF Opportunity Fund, L.P.
File 021-262061
$0 (est.)$0 (est.)$0 (est.)None listed on this filingEDGAR ↗
Dec 16, 2015 D
Charter-eAgile Fund, LLC
File 021-253174
$0$0$50,000 (est.)
Management Fee to be paid to Manager
None listed on this filingEDGAR ↗
Jun 24, 2015 D
Blue Medora, Inc.
File 021-242404
$0$0$0None listed on this filingEDGAR ↗
Jan 15, 2015 D
Blue Medora LLC
File 021-232294
$0$0$0None listed on this filingEDGAR ↗
Dec 5, 2014 D
Grand Angels Venture Fund II, LLC
File 021-229603
$0$0$0None listed on this filingEDGAR ↗
Nov 19, 2013 D
GRAM Acquisition 2.0, LLC
File 021-206574
$0$0$0None listed on this filingEDGAR ↗
May 3, 2013 D
GRAM Acquisition, LLC
File 021-195941
$0$0$0None listed on this filingEDGAR ↗
Jan 9, 2013 D
Blue Medora LLC
File 021-189842
$0$0$0None listed on this filingEDGAR ↗
Jul 6, 2011 D
Charter Intervention Fund 2.0, LLC
File 021-162348
$0$0$2,500
Represents payments for Administrative Services to Affiliated Company.
None listed on this filingEDGAR ↗
Mar 3, 2011 D
Michigan Accelerator Fund I, L.P.
File 021-156146
$0$0$0 (est.)None listed on this filingEDGAR ↗
Dec 22, 2010 D
GRAM Acquisition, LLC
File 021-152335
$0$0$0None listed on this filingEDGAR ↗
Dec 22, 2010 D
GRAM NewCo, Inc.
File 021-152350
$0$0$0None listed on this filingEDGAR ↗
May 3, 2010 D
Charter Intervention Fund, LLC
File 021-141423
$0$0$15,000 (est.)
Represents payments for Administrative Services to Affiliated Company.
None listed on this filingEDGAR ↗
Dec 28, 2009 D
Grand Angels Co-Investment Fund I, LLC
File 021-137209
$0$0$0None listed on this filingEDGAR ↗
Apr 7, 2009 D
Charter MSD 2.1 Fund, LLC
File 021-130010
$0$0$0None no CRD number reportedEDGAR ↗
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 37 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 24, 2026, 9:34 AM ET · NYC and Cook County lookup still to run

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

Not found in sources searched as of Oct 24, 2026, 9:34 AM 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; Harris County TX (HCAD ownership rolls 2005–2026) — 1,032,426 records, loaded Oct 24, 2026, 8:00 AM ET; Dallas County TX (DCAD ownership rolls 2021–2027) — 285,535 records, loaded Oct 24, 2026, 8:20 AM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll) — 514,336 records, loaded Oct 24, 2026, 8:25 AM ET; King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published) — 538,619 records, loaded Oct 24, 2026, 8:27 AM ET; Cook County IL (Assessor sale records 1982–2026 + ownership rolls 2014–2026) — 1,031,843 records, loaded Oct 24, 2026, 9:05 AM 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); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2005–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership rolls 2021–2027); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll); King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published); Cook County IL (Assessor sale records 1982–2026 + ownership rolls 2014–2026); also looked up per issuer when its page is viewed. Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 9:05 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 8:30 AM ET; King County WA Assessor Real Property Sales extract (EXTR_RPSale.csv) Oct 24, 2026, 8:27 AM ET; Florida DOR NAL roll (Palm Beach 60) Oct 24, 2026, 8:25 AM ET; Florida DOR NAL roll (Broward 16) Oct 24, 2026, 8:24 AM ET; Florida DOR NAL roll (Dade 23) Oct 24, 2026, 8:23 AM ET; Florida DOR NAL roll (Hillsborough 39) Oct 24, 2026, 8:21 AM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 24, 2026, 8:20 AM ET; Harris County Appraisal District real_acct.txt Oct 24, 2026, 8:00 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET. NYC and Cook County are also 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 ↗CM Charter MSD 2.1 Fund, LLCshared people, same business address, similar issuer namesGRAND RAPIDS, MIPooled Investment Fund1$323,40011$1,0002009–2009
EDGAR ↗GA Grand Angels Co-Investment Fund I, LLCshared people, similar issuer namesHOLLAND, MIPooled Investment Fund1$00$1,0002009–2009
EDGAR ↗CI Charter Intervention Fund, LLCshared people, same business address, similar issuer namesGRAND RAPIDS, MIPooled Investment Fund1$00$25,0002010–2010
EDGAR ↗GA GRAM Acquisition, LLCshared people, same person name on both filings, same business address, similar issuer namesGRAND RAPIDS, MIPharmaceuticals2$2,437,50059No minimum reported2010–2013
EDGAR ↗GN GRAM NewCo, Inc.shared people, same person name on both filings, similar issuer namesGRAND RAPIDS, MIPharmaceuticals1$4,950,0006$300,0002010–2010
EDGAR ↗MA Michigan Accelerator Fund I, L.P.shared people, same business address, similar issuer namesGRAND RAPIDS, MIPooled Investment Fund1$7,515,00011$25,0002011–2011
EDGAR ↗CI Charter Intervention Fund 2.0, LLCshared people, same business address, similar issuer namesGRAND RAPIDS, MIPooled Investment Fund1$00$25,0002011–2011
EDGAR ↗BM Blue Medora LLCshared people, similar issuer namesGRAND RAPIDS, MIOther Technology2$1,250,000
offering $1,000,000 · similar: $1,100,015–$10,001,163
22
similar: 2–14
$25,000
similar: $5,000–$50,000
2013–2015
EDGAR ↗GA GRAM Acquisition 2.0, LLCshared people, same person name on both filings, same business address, similar issuer namesGRAND RAPIDS, MIPooled Investment Fund1$377,855
offering $2,500,000 · similar: $155,000–$5,250,000
20
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2013–2013
EDGAR ↗GA Grand Angels Venture Fund II, LLCshared people, similar issuer namesHOLLAND, MIPooled Investment Fund1$0
offering $20,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
$100,000
similar: $1,000–$100,000
2014–2014
EDGAR ↗BM Blue Medora, Inc.shared people, similar issuer namesGRAND RAPIDS, MIOther Technology4$8,000,000
offering $6,000,000 · similar: $1,100,015–$10,001,163
14
similar: 2–14
No minimum reported
similar: $5,000–$50,000
2015–2018
EDGAR ↗CE Charter-eAgile Fund, LLCshared people, similar issuer namesGRAND RAPIDS, MIOther1$100,000
offering $3,250,000 · similar: $500,000–$7,000,000
2
similar: 2–14
$50,000
similar: $5,000–$50,000
2015–2015
EDGAR ↗MO MAF Opportunity Fund, L.P.shared people, same business addressGRAND RAPIDS, MIPooled Investment Fund1$1,850,000
offering $5,000,000 · similar: $155,000–$5,250,000
18
similar: 4–27
$50,000
similar: $1,000–$100,000
2016–2016
EDGAR ↗RG Rim Guard Holdings, LLCshared people, same business addressGRAND RAPIDS, MIPooled Investment Fund1$900,000
offering $1,000,000 · similar: $155,000–$5,250,000
13
similar: 4–27
$25,000
similar: $1,000–$100,000
2017–2017
EDGAR ↗HN Henrickson Nauta Venture Fund 1, L.P.shared people, shared management entity, same business address, similar issuer namesGRAND RAPIDS, MIPooled Investment Fund1$1,130,000
offering $10,000,000 · similar: $155,000–$5,250,000
13
similar: 4–27
$50,000
similar: $1,000–$100,000
2018–2018
EDGAR ↗CT Charter-TM, LLCshared people, shared management entity, same business address, similar issuer namesGRAND RAPIDS, MIPooled Investment Fund2$3,482,750
offering $4,250,000 · similar: $155,000–$5,250,000
40
similar: 4–27
$50,000
similar: $1,000–$100,000
2018–2018
EDGAR ↗CS Charter-Swift, LLCshared people, shared management entity, same business address, similar issuer namesGRAND RAPIDS, MIPooled Investment Fund1$757,451
offering $1,000,000 · similar: $155,000–$5,250,000
19
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2018–2018
EDGAR ↗CA Charter-ASI, LLCshared people, shared management entity, same business address, similar issuer namesGRAND RAPIDS, MIPooled Investment Fund1$2,020,000
offering $4,000,000 · similar: $155,000–$5,250,000
28
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2019–2019
EDGAR ↗CA Charter-ASI 2, LLCshared people, shared management entity, same business address, similar issuer namesGRAND RAPIDS, MIPooled Investment Fund1$1,100,000
offering $1,100,000 · similar: $155,000–$5,250,000
1
similar: 4–27
$1,100,000
similar: $1,000–$100,000
2019–2019
EDGAR ↗CG Charter Growth Capital Fund, L.P.shared people, same business address, similar issuer namesGRAND RAPIDS, MIPooled Investment Fund1$10,554,500
offering $100,000,000 · similar: $155,000–$5,250,000
18
similar: 4–27
$150,000
similar: $1,000–$100,000
2019–2019
EDGAR ↗CV Charter-Vestaron, LLCshared people, shared management entity, same business address, similar issuer namesGRAND RAPIDS, MIPooled Investment Fund1$444,000
offering $444,000 · similar: $155,000–$5,250,000
8
similar: 4–27
$4,000
similar: $1,000–$100,000
2019–2019
EDGAR ↗CH Charter-HN Spirits Fund, LLCshared people, shared management entity, same business address, similar issuer namesGRAND RAPIDS, MIPooled Investment Fund1$785,000
offering $2,500,000 · similar: $155,000–$5,250,000
14
similar: 4–27
$5,000
similar: $1,000–$100,000
2020–2020
EDGAR ↗NC New Community Transformation Fund, LPshared people, similar issuer namesGRAND RAPIDS, MIPooled Investment Fund3$11,415,044
offering $25,000,000 · similar: $155,000–$5,250,000
18
similar: 4–27
$100,000
similar: $1,000–$100,000
2020–2023
EDGAR ↗CP CHARTER-PAPA'S FUND, LLCshared people, shared management entity, same business address, similar issuer namesGRAND RAPIDS, MIPooled Investment Fund1$1,330,000
offering $2,000,000 · similar: $155,000–$5,250,000
18
similar: 4–27
$10,000
similar: $1,000–$100,000
2020–2020
EDGAR ↗CS Charter-SOC 2, LLCshared people, same person name on both filings, shared management entity, same business address, similar issuer namesGRAND RAPIDS, MIPooled Investment Fund1$1,288,000
offering $2,000,000 · similar: $155,000–$5,250,000
22
similar: 4–27
$5,000
similar: $1,000–$100,000
2021–2021
EDGAR ↗MC Michigan Capital Network Venture Fund IV, LPshared people, same business address, similar issuer namesGRAND RAPIDS, MIPooled Investment Fund3$37,500,000
offering $50,000,000 · similar: $155,000–$5,250,000
91
similar: 4–27
$250,000
similar: $1,000–$100,000
2021–2023
EDGAR ↗HN HENRICKSON NAUTA VENTURE FUND II, LPshared people, similar issuer namesEAST GRAND RAPIDS, MIPooled Investment Fund1$700,000
offering $10,000,000 · similar: $155,000–$5,250,000
7
similar: 4–27
$50,000
similar: $1,000–$100,000
2021–2021
EDGAR ↗CC CGCF Co-Investment Vehicle I, LLCshared people, same business addressGRAND RAPIDS, MIPooled Investment Fund1$7,000,000
offering $7,000,000 · similar: $155,000–$5,250,000
15
similar: 4–27
$50,000
similar: $1,000–$100,000
2022–2022
EDGAR ↗CV Charter-Vestaron II, LLCshared people, shared management entity, same business address, similar issuer namesGRAND RAPIDS, MIPooled Investment Fund1$2,199,900
offering $2,500,000 · similar: $155,000–$5,250,000
17
similar: 4–27
$25,000
similar: $1,000–$100,000
2022–2022
EDGAR ↗CS Charter-SOC II Co-Investment Fund I, LLCshared people, same person name on both filings, shared management entity, same business address, similar issuer namesGRAND RAPIDS, MIPooled Investment Fund1$548,000
offering $2,000,000 · similar: $155,000–$5,250,000
9
similar: 4–27
$25,000
similar: $1,000–$100,000
2022–2022
EDGAR ↗CP CHARTER-PAPA'S FUND II, LLCshared people, same person name on both filings, shared management entity, same business address, similar issuer namesGRAND RAPIDS, MIPooled Investment Fund1$617,919
offering $2,000,000 · similar: $155,000–$5,250,000
21
similar: 4–27
$25,000
similar: $1,000–$100,000
2022–2022
EDGAR ↗CA Charter-ASI 3, LLCshared people, same person name on both filings, shared management entity, same business address, similar issuer namesGRAND RAPIDS, MIPooled Investment Fund1$753,435
offering $1,500,000 · similar: $155,000–$5,250,000
27
similar: 4–27
$580
similar: $1,000–$100,000
2023–2023
EDGAR ↗MC Michigan Capital Network Opportunity Fund, LPshared people, same business address, similar issuer namesGRAND RAPIDS, MIPooled Investment Fund1$0
offering $10,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
$500,000
similar: $1,000–$100,000
2023–2023
EDGAR ↗CG Charter Growth Capital Fund II, L.P.shared people, same person name on both filings, shared management entity, same business address, similar issuer namesGRAND RAPIDS, MIPooled Investment Fund1$27,050,000
offering Indefinite · similar: $155,000–$5,250,000
56
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2024–2024
EDGAR ↗CS Charter Stone House LLCshared people, same person name on both filings, shared management entity, same business address, similar issuer namesGRAND RAPIDS, MIPooled Investment Fund1$6,500,000
offering $6,500,000 · similar: $155,000–$5,250,000
35
similar: 4–27
$100,000
similar: $1,000–$100,000
2025–2025
EDGAR ↗MC Michigan Capital Network Venture Fund V, L.P.shared people, same business address, similar issuer namesGRAND RAPIDS, MIPooled Investment Fund3$65,360,000
offering Indefinite · similar: $155,000–$5,250,000
82
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2025–2026
EDGAR ↗NC New Community Transformation Fund II, L.P.shared people, same business address, similar issuer namesGRAND RAPIDS, MIPooled Investment Fund1$0
offering $20,000,000 · similar: $155,000–$5,250,000
0
similar: 4–27
$250,000
similar: $1,000–$100,000
2026–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Technology / 506(b) (17,390 filings); Pooled Investment Fund / 506(b) (83,801 filings); Other / 506(b) (18,678 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 ↗Jul 28, 2026Michigan Capital Network Venture Fund V, L.P.D/APooled Investment FundIndefinite$65,360,000
EDGAR ↗Mar 4, 2026Michigan Capital Network Venture Fund V, L.P.D/APooled Investment FundIndefinite$50,260,000
EDGAR ↗Jan 23, 2026New Community Transformation Fund II, L.P.DPooled Investment Fund$20,000,000$0
EDGAR ↗Aug 15, 2025Michigan Capital Network Venture Fund V, L.P.DPooled Investment FundIndefinite$25,435,000
EDGAR ↗Jul 1, 2025Charter Stone House LLCDPooled Investment Fund$6,500,000$6,500,000
EDGAR ↗Apr 16, 2024Charter Growth Capital Fund II, L.P.DPooled Investment FundIndefinite$27,050,000
EDGAR ↗Oct 26, 2023New Community Transformation Fund, LPD/APooled Investment Fund$25,000,000$11,415,044
EDGAR ↗Oct 23, 2023Michigan Capital Network Opportunity Fund, LPDPooled Investment Fund$10,000,000$0
EDGAR ↗Apr 18, 2023Charter-ASI 3, LLCDPooled Investment Fund$1,500,000$753,435
EDGAR ↗Jan 24, 2023Michigan Capital Network Venture Fund IV, LPD/APooled Investment Fund$50,000,000$37,500,000
EDGAR ↗Nov 1, 2022CHARTER-PAPA'S FUND II, LLCDPooled Investment Fund$2,000,000$617,919
EDGAR ↗Oct 26, 2022Charter-SOC II Co-Investment Fund I, LLCDPooled Investment Fund$2,000,000$548,000
EDGAR ↗Sep 12, 2022Michigan Capital Network Venture Fund IV, LPD/APooled Investment Fund$35,000,000$23,715,000
EDGAR ↗May 23, 2022Charter-Vestaron II, LLCDPooled Investment Fund$2,500,000$2,199,900
EDGAR ↗Jan 14, 2022CGCF Co-Investment Vehicle I, LLCDPooled Investment Fund$7,000,000$7,000,000
EDGAR ↗Nov 8, 2021HENRICKSON NAUTA VENTURE FUND II, LPDPooled Investment Fund$10,000,000$700,000
EDGAR ↗Jul 13, 2021Michigan Capital Network Venture Fund IV, LPDPooled Investment Fund$25,000,000$0
EDGAR ↗Jun 28, 2021Charter-SOC 2, LLCDPooled Investment Fund$2,000,000$1,288,000
EDGAR ↗Dec 9, 2020New Community Transformation Fund, LPD/APooled Investment Fund$25,000,000$5,523,400
EDGAR ↗Sep 28, 2020CHARTER-PAPA'S FUND, LLCDPooled Investment Fund$2,000,000$1,330,000
EDGAR ↗Aug 20, 2020New Community Transformation Fund, LPDPooled Investment Fund$25,000,000$0
EDGAR ↗Mar 3, 2020Charter-HN Spirits Fund, LLCDPooled Investment Fund$2,500,000$785,000
EDGAR ↗Aug 28, 2019Charter-Vestaron, LLCDPooled Investment Fund$444,000$444,000
EDGAR ↗Jul 30, 2019Charter Growth Capital Fund, L.P.DPooled Investment Fund$100,000,000$10,554,500
EDGAR ↗Jan 9, 2019Charter-ASI 2, LLCDPooled Investment Fund$1,100,000$1,100,000
EDGAR ↗Jan 3, 2019Charter-ASI, LLCDPooled Investment Fund$4,000,000$2,020,000
EDGAR ↗Nov 13, 2018Charter-Swift, LLCDPooled Investment Fund$1,000,000$757,451
EDGAR ↗Oct 25, 2018Charter-TM, LLCD/APooled Investment Fund$4,250,000$3,482,750
EDGAR ↗Sep 13, 2018Charter-TM, LLCDPooled Investment Fund$4,250,000$1,725,000
EDGAR ↗Aug 8, 2018Blue Medora, Inc.DOther Technology$6,000,000$6,000,000
EDGAR ↗Jul 23, 2018Henrickson Nauta Venture Fund 1, L.P.DPooled Investment Fund$10,000,000$1,130,000
EDGAR ↗Oct 19, 2017Blue Medora, Inc.DOther Technology$8,000,000$8,000,000
EDGAR ↗Jan 27, 2017Rim Guard Holdings, LLCDPooled Investment Fund$1,000,000$900,000
EDGAR ↗Aug 30, 2016Blue Medora, Inc.DOther Technology$10,000,000$7,435,221
EDGAR ↗Apr 26, 2016MAF Opportunity Fund, L.P.DPooled Investment Fund$5,000,000$1,850,000
EDGAR ↗Dec 16, 2015Charter-eAgile Fund, LLCDOther$3,250,000$100,000
EDGAR ↗Jun 24, 2015Blue Medora, Inc.DOther Technology$4,603,286$4,103,286
EDGAR ↗Jan 15, 2015Blue Medora LLCDOther Technology$1,000,000$0
EDGAR ↗Dec 5, 2014Grand Angels Venture Fund II, LLCDPooled Investment Fund$20,000,000$0
EDGAR ↗Nov 19, 2013GRAM Acquisition 2.0, LLCDPooled Investment Fund$2,500,000$377,855
EDGAR ↗May 3, 2013GRAM Acquisition, LLCDPharmaceuticals$2,300,000$818,476
EDGAR ↗Jan 9, 2013Blue Medora LLCDComputers$1,250,000$1,250,000
EDGAR ↗Jul 6, 2011Charter Intervention Fund 2.0, LLCDPooled Investment Fund$250,000$0
EDGAR ↗Mar 3, 2011Michigan Accelerator Fund I, L.P.DPooled Investment Fund$20,000,000$7,515,000
EDGAR ↗Dec 22, 2010GRAM NewCo, Inc.DPharmaceuticals$5,762,500$4,950,000
EDGAR ↗Dec 22, 2010GRAM Acquisition, LLCDPharmaceuticals$3,250,000$2,437,500
EDGAR ↗May 3, 2010Charter Intervention Fund, LLCDPooled Investment Fund$1,000,000$0
EDGAR ↗Dec 28, 2009Grand Angels Co-Investment Fund I, LLCDPooled Investment Fund$5,000,000$0
EDGAR ↗Apr 7, 2009Charter MSD 2.1 Fund, LLCDPooled Investment Fund$323,400$323,400

Activity: 1 new offering 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 Jul 28, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Pooled Investment Fund (2009–2010), Pharmaceuticals (2010), Pooled Investment Fund (2011), Computers (2013), Pharmaceuticals (2013), Pooled Investment Fund (2013–2014), Other Technology (2015), Other (2015), Pooled Investment Fund (2016), Other Technology (2016), Pooled Investment Fund (2017), Other Technology (2017), Pooled Investment Fund (2018), Other Technology (2018). Latest offering: Pooled Investment Fund (2018–2026; most recent Jan 23, 2026).

People across the group

NameRolesIssuers hereFirst → last listed
JK John KerschenExecutive Officer, Promoter, Director27Apr 7, 2009 → Jul 1, 2025
DG Dale GroganExecutive Officer, Director, Promoter21May 3, 2010 → Jul 28, 2026
CP Charter Private Capital Management, Inc. entityDirector, Executive Officer15Jul 23, 2018 → Jul 1, 2025
PA Paul D'AmatoExecutive Officer, Director, Promoter5Dec 5, 2014 → Jul 28, 2026
MP Michael PalmExecutive Officer, Promoter, Director4Jun 28, 2021 → Jul 1, 2025
JV Jody VanderwelExecutive Officer, Director, Promoter4Dec 28, 2009 → Oct 23, 2023
MP Mike PalmExecutive Officer3Oct 26, 2022 → Apr 16, 2024
NO Nathan E. OwenDirector, Executive Officer3Dec 28, 2009 → Aug 8, 2018
JA Jerry ArthurExecutive Officer, Director, Promoter3Dec 22, 2010 → Nov 19, 2013
CD Connie DegenExecutive Officer, Director, Promoter3Dec 22, 2010 → Nov 19, 2013
BK Birgit KlohsDirector, Executive Officer, Promoter2Aug 20, 2020 → Jan 23, 2026
SW Skot WelchExecutive Officer, Promoter2Aug 20, 2020 → Jan 23, 2026
HB Hector BultynckDirector, Executive Officer2Jan 14, 2022 → Apr 16, 2024
MM Michael MorinDirector2Jan 15, 2015 → Aug 8, 2018
CE Carl B. EricksonDirector2Jan 9, 2013 → Jun 24, 2015
JP Jason Mark PlimiDirector2Jan 15, 2015 → Jun 24, 2015
DH David V. HuhnDirector2Dec 28, 2009 → Jan 15, 2015
MR Mahendra RamsinghaniExecutive Officer, Director, Promoter2May 3, 2010 → Jul 6, 2011
MM Meagan MalmExecutive Officer1Aug 15, 2025 → Jul 28, 2026
MC Michigan Capital Network Ventures, LLC entityExecutive Officer1Aug 15, 2025 → Jul 28, 2026
MF MCN Fund V GP, LLC entityExecutive Officer1Aug 15, 2025 → Jul 28, 2026
JV Jody VenderwelExecutive Officer1Aug 15, 2025 → Jul 28, 2026
HB Hector BultyncicPromoter1Jul 1, 2025 → Jul 1, 2025
JB John M. BrownExecutive Officer1Apr 16, 2024 → Apr 16, 2024
GC Growth Capital Management II, LLC entityExecutive Officer1Apr 16, 2024 → Apr 16, 2024
KA Kwame AnkuDirector1Aug 20, 2020 → Oct 26, 2023
GR Garrick RochowExecutive Officer1Aug 20, 2020 → Oct 26, 2023
CJ Christal JacksonDirector1Aug 20, 2020 → Oct 26, 2023
OH Ollie HowieExecutive Officer1Oct 26, 2023 → Oct 26, 2023
VP Vivian PickardDirector1Oct 26, 2023 → Oct 26, 2023
RH Ron HallDirector1Oct 26, 2023 → Oct 26, 2023
HC Highmark Capital entityExecutive Officer1Nov 8, 2021 → Nov 8, 2021
RT Renee TabbenDirector1Aug 20, 2020 → Dec 9, 2020
MC Management, LLC Growth CapitalExecutive Officer1Jul 30, 2019 → Jul 30, 2019
DN Doug NealDirector1Aug 30, 2016 → Aug 8, 2018
BH Brian HopcraftDirector1Aug 30, 2016 → Aug 8, 2018
JB John BaraDirector1Aug 8, 2018 → Aug 8, 2018
HS Howard SmithDirector1Aug 8, 2018 → Aug 8, 2018
BK Bob KochDirector1Jan 27, 2017 → Jan 27, 2017
MB Mike BrownDirector1Jan 27, 2017 → Jan 27, 2017
BF Bob FentonDirector1Jan 27, 2017 → Jan 27, 2017
BB Bob BurnetterDirector1Jan 27, 2017 → Jan 27, 2017
AD ADAM T. DONOVANExecutive Officer1Jan 27, 2017 → Jan 27, 2017
TD Tom DoyalDirector1Nov 19, 2013 → Nov 19, 2013
CD Connie DeganExecutive Officer, Director, Promoter1May 3, 2013 → May 3, 2013
JC Jerry CallahanDirector1Dec 22, 2010 → Dec 22, 2010
GG Greg GonzalesExecutive Officer1Dec 22, 2010 → Dec 22, 2010
TT Tim J TichenorDirector1Dec 22, 2010 → Dec 22, 2010
JF James FifeExecutive Officer1Dec 22, 2010 → Dec 22, 2010
DC Doug ConnerExecutive Officer, Director, Promoter1Dec 22, 2010 → Dec 22, 2010
JH James A. HeynenDirector1Dec 28, 2009 → Dec 28, 2009
RO Roger H. OettingDirector1Dec 28, 2009 → Dec 28, 2009
PG Patrick A. GaughanDirector1Dec 28, 2009 → Dec 28, 2009
GS Gerald ScottDirector1Dec 28, 2009 → Dec 28, 2009
CH Craig T. HallDirector1Dec 28, 2009 → Dec 28, 2009
RL R. Lawrence LeighDirector1Dec 28, 2009 → Dec 28, 2009
JJ John S. JackoboiceDirector1Dec 28, 2009 → Dec 28, 2009
MJ Michael J. JandernoaDirector1Dec 28, 2009 → Dec 28, 2009
RK Robert KochExecutive Officer, Promoter1Apr 7, 2009 → Apr 7, 2009

Business registration (state registry / Secretary of State)

None of the 30 issuers (first 30 of 37 issuers checked; each issuer page has its own record) has a record in the registries searched.

Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file). A registry listing is the state's own record of the entity; it says nothing about the offering itself.

Adviser registration (Form ADV)

CHARTER PRIVATE CAPITAL MANAGEMENT, LLC — Exempt reporting adviser · SEC registration status as reported: “ERA - Active” since Aug 7, 2025 · SEC file 802-134305 · Main office: GRAND RAPIDS, MI · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: Not reported — exempt reporting advisers do not complete Form ADV Item 5.

Websites listed on Form ADV (Item 1.I): www.linkedin.com/company/charter-growth-capital ↗

Item 11 disclosure questions as answered on Form ADV filed Mar 31, 2026: 0 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.

Matched on management entity listed on Form D = adviser name, business address on Form ADV = address on Form D · Form ADV data: SEC Investment Adviser Information Report (exempt reporting advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 8:36 PM ET

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Charter 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's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #15,428 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

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Social and web

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Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Michigan state courts — find the court ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

Michigan Secretary of State business search ↗OpenCorporates ↗