PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:46 AM ET

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Charles Bridge

Named as an officer, director or promoter on SEC Form D filings · MA, CO · Dec 11, 2013 → Jan 13, 2021

8deals (issuers)
$280.1Mreported sold
187investors
12Form D filings
2013–2021years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:26 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Charles Bridge is listed as an executive officer and director on 12 SEC Form D filings by 8 issuers between Apr 2012 and Jan 2021. Largest by amount reported sold: WAVE Equity Fund II, L.P. (Boston, MA — pooled investment fund — 2018–2021; $135.3M reported sold to 130 investors), WAVE Equity Fund II (NQP), L.P. (Boston, MA — pooled investment fund — 2021; $135.3M reported sold to 28 investors), Quantum Elements Development Inc (Newark, DE — other energy — 2019–2020; $3M reported sold to 9 investors), Wave Warehouse Fund, L.P. (Boston, MA — pooled investment fund — 2012; $2.95M reported sold to 10 investors), Helicore, LLC (Southbury, CT — telecommunications — 2020; $2M reported sold to 1 investors) and 3 more (all listed below).

What this means A repeat sponsor — 8 separate companies raised money with this person listed as executive officer and director, over about 9 years. Across those companies the filings report $280.1M sold in total.

Listed alongside Holger Koehler (5 shared filings), Mark Robinson (5 shared filings), Praveen Sahay (5 shared filings), Robert Roeper (5 shared filings), Wave Equity Partners, LLC (5 shared filings, management entity) and 14 others.

What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Charles. Each name links to their own page.

The issuers belong to 3 sponsor groups: Wave (10 issuers, $343.5M reported sold, 2012–2026), Helios Dyrt (6 issuers, $5.38M reported sold, 2019–2023) and Permal (18 issuers, $1.27B reported sold, 2009–2021).

What this means This person is listed across more than one sponsor team; each group page shows that team's full track record.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CT, DE, FINRA, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, OK, OR, PA, RI, SC, SD, TN, TX, VT, WA, WI, WV, WY) — 1 court case matching the name, 1 bankruptcy case matching the name listed in Key records below.

What this means 2 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 12 public filings for Charles Bridge and found 12 differences, 3 worth asking the sponsor about: Amount sold went down between filings; Investor count went down between filings; 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 Charles Bridge has not run yet — it is joining a line of 27,191 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 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

1 case: 1 closed (disposition not in docket feed)

MODERN BUSINESS SYSTEMS,INC. v. BRIDGE, CHARLES G. closed
District Court, S.D. Indiana · No. 3:82-cv-00316 · Filed Sep 27, 1982 · Closed Oct 27, 1983
Role of BRIDGE, CHARLES G.: Defendant · Outcome: Terminated 1983-10-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 6 federal dockets); 3 people with this name in Form D filings; court in IN (not a filing state)
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, 2:26 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: VA (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 Charles Bridge..

State securities regulators: Securities regulators searched (3,318 actions): 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), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for CO, FL, IA, IN, MN, NE, NJ, NY, OH, UT, VA (see docs/state-regulators.md).

3. Bankruptcies

1 case: 1 closed (disposition not in docket feed)

Charles E. Bridge, III closed
United States Bankruptcy Court, W.D. Pennsylvania · No. 16-23485 · Filed Sep 19, 2016 · Closed Jan 18, 2017
Role of Charles E. Bridge, III: Debtor · Outcome: Case closed 2017-01-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 6 federal dockets); 3 people with this name in Form D filings; court in PA (not a filing state)
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, 2:26 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

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

12 differences found between the filings for Charles Bridge — 3 worth asking about (compared 12 filings on Oct 24, 2026)

Worth asking · Dec 11, 2013

Amount sold went down between filings — Progress Ventures Fund II, L.P.

The Dec 11, 2013 filing says $1,000,350 sold; the Dec 11, 2013 Form D/A says $0 sold — $1,000,350 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Form D (earlier) · Dec 11, 2013 ↗Form D/A (later) · Dec 11, 2013 ↗Progress Ventures Fund II, L.P. — PartnerFacts page ↗
Sources
Worth asking · Dec 11, 2013

Investor count went down between filings — Progress Ventures Fund II, L.P.

The Dec 11, 2013 filing reports 4 investors; the Dec 11, 2013 Form D/A reports 0 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D (earlier) · Dec 11, 2013 ↗Form D/A (later) · Dec 11, 2013 ↗Progress Ventures Fund II, L.P. — PartnerFacts page ↗
Sources
Note · Jan 24, 2013 – Dec 11, 2013

Charles Bridge appears on 2 deals that stopped filing before reaching their target

Progress Ventures Fund II, L.P. (last filing Dec 11, 2013; $1,000,350 sold of $50,000,000); WAVE Equity Fund LP (last filing Jan 24, 2013; $0 sold of $150,000,000). 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.

Progress Ventures Fund II, L.P. — PartnerFacts page ↗WAVE Equity Fund LP — PartnerFacts page ↗
Sources
Worth asking · Feb 8, 2012 – Jan 13, 2021

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

Form D filed 530 days after the first sale — WAVE Equity Fund II (NQP), L.P. · Form D filed 78 days after the first sale — Wave Warehouse Fund, L.P. · Form D filed 25 days after the first sale — Helios SMASH Helicore Blocker, Inc. · Form D filed 45 days after the first sale — Quantum Elements Development Inc · Form D filed 20 days after the first sale — Progress Ventures Fund II, L.P.

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 · Jan 13, 2021 ↗WAVE Equity Fund II (NQP), L.P. — PartnerFacts page ↗Form D · Apr 26, 2012 ↗Wave Warehouse Fund, L.P. — PartnerFacts page ↗
Sources
Note · Aug 23, 2019 – Dec 9, 2019

No amendment in the last 12 months on an offering that may still be open — Quantum Elements Development Inc (latest filing Dec 9, 2019)

The latest filing for this offering is dated Dec 9, 2019 (first sale Aug 23, 2019). It reports $1,753,286 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.

Form D/A · Dec 9, 2019 ↗Quantum Elements Development Inc — PartnerFacts page ↗
Sources
Note · Nov 21, 2013 – Dec 11, 2013

No amendment in the last 12 months on an offering that may still be open — Progress Ventures Fund II, L.P. (latest filing Dec 11, 2013)

The latest filing for this offering is dated Dec 11, 2013 (first sale Nov 21, 2013). It reports $0 sold of $50,000,000 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.

Form D/A · Dec 11, 2013 ↗Progress Ventures Fund II, L.P. — PartnerFacts page ↗
Sources
Note · Feb 8, 2012 – Apr 26, 2012

No amendment in the last 12 months on an offering that may still be open — Wave Warehouse Fund, L.P. (latest filing Apr 26, 2012)

The latest filing for this offering is dated Apr 26, 2012 (first sale Feb 8, 2012). It reports $2,950,000 sold of $4,000,000 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.

Form D · Apr 26, 2012 ↗Wave Warehouse Fund, L.P. — PartnerFacts page ↗
Sources
Note · Mar 30, 2018 – Jan 13, 2021

Offering amount lowered between filings — WAVE Equity Fund II, L.P.

The Mar 30, 2018 filing says $150,000,000 offered; the Jan 13, 2021 Form D/A says $135,270,000.

What this means The target raise got smaller. That can mean the plan shrank or the sponsor stopped early. Ask what changed in the deal.

Form D (earlier) · Mar 30, 2018 ↗Form D/A (later) · Jan 13, 2021 ↗WAVE Equity Fund II, L.P. — PartnerFacts page ↗
Sources
Note · Apr 26, 2012 – Mar 30, 2018

Charles Bridge is written 4 different ways on the filings

listed as "Charles G Bridge" on the Apr 26, 2012 filing, and "Charles G. Bridge, Jr." on the Jan 24, 2013 filing, and "Charles Bridge" on 7 filings (from Dec 11, 2013), and "Charles Bridge, Jr." on 3 filings (from Mar 30, 2018).

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.

Form D · Apr 26, 2012 ↗Form D · Jan 24, 2013 ↗Form D/A · Dec 11, 2013 ↗Form D · Mar 30, 2018 ↗
Sources
Note · Oct 15, 2026

Same name, different state: "Charles Godding Bridge, Jr." (FL) is a separate record

This page covers filings where the address state is MA or CO. A separate record, "Charles Godding Bridge, Jr." with address state FL, is listed on 1 filing — most recently by PICP Aeroshield I LP (Oct 15, 2026). The two records do not overlap in time: this page runs Dec 11, 2013 to Jan 13, 2021; the other has one filing dated Oct 15, 2026.

What this means Could be the same person who moved, or two people with the same name. We keep them apart until a filing ties them together. Check both pages before you decide.

Charles Godding Bridge, Jr. (FL) — PartnerFacts page ↗Form D · Oct 15, 2026 ↗PICP Aeroshield I LP — PartnerFacts page ↗Charles Bridge (MA,CO) — this page ↗
Sources
Note · Apr 26, 2018

Same name, different state: "Charles Bridge" (MN) is a separate record

This page covers filings where the address state is MA or CO. A separate record, "Charles Bridge" with address state MN, is listed on 1 filing — most recently by Living Greens Farm, Inc. (Apr 26, 2018). Both records have filings in the same period (Apr 26, 2018).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

Charles Bridge (MN) — PartnerFacts page ↗Form D · Apr 26, 2018 ↗Living Greens Farm, Inc. — PartnerFacts page ↗Charles Bridge (MA,CO) — this page ↗
Sources
Note · Apr 26, 2012 – Jan 13, 2021

Charles Bridge is listed with 2 different address states: MA, CO

MA on 11 filings (Apr 26, 2012 to Jan 13, 2021); CO on 1 filing (Jul 31, 2020).

What this means The address on a Form D is usually the company's, not the person's home, so this often just reflects different companies. It can also mean a move. Nothing wrong by itself.

Form D · Apr 26, 2012 ↗Form D · Jul 31, 2020 ↗
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 9 offerings report sales commissions; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jan 13, 2021 D/A
WAVE Equity Fund II, L.P.
File 021-309004
$0$0$0 (est.)
The Issuer's General Partner (or its designee) is entitled to a management fee payable by the Issuer.
Innovation Partners LLC BrokerCheck CRD 146344 ↗
via Innovation Partners LLC (CRD 146344 ↗)
EDGAR ↗
Jan 13, 2021 D
WAVE Equity Fund II (NQP), L.P.
File 021-386252
$0$0$0 (est.)
The Issuer's General Partner (or its designee) is entitled to a management fee payable by the Issuer.
Innovation Partners LLC BrokerCheck CRD 146344 ↗
via Innovation Partners LLC (CRD 146344 ↗)
EDGAR ↗
Jul 31, 2020 D
Helios SMASH Helicore Blocker, Inc.
File 021-372223
$0$0$0None listed on this filingEDGAR ↗
Apr 29, 2020 D
Helicore, LLC
File 021-365984
$0$0$0None listed on this filingEDGAR ↗
Feb 20, 2020 D
Quantum Elements Development Inc
File 021-361029
$0$0$0None listed on this filingEDGAR ↗
Dec 9, 2019 D/A
Quantum Elements Development Inc
File 021-350096
$0$0$0None listed on this filingEDGAR ↗
Dec 11, 2013 D/A
Progress Ventures Fund II, L.P.
File 021-207801
$0$0$0None listed on this filingEDGAR ↗
Jan 24, 2013 D
WAVE Equity Fund LP
File 021-190751
$0$0$0
The Issuer's General Partner (or its designee) is entitled to a management fee payable by the Issuer.
None listed on this filingEDGAR ↗
Apr 26, 2012 D
Wave Warehouse Fund, L.P.
File 021-177286
$0$0$0None listed on this filingEDGAR ↗
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 every filing this person is listed on (latest filing per offering, per issuer).

Deals 8

Every issuer that named Charles Bridge on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

WE
Pooled Investment Fund · group: Wave

WAVE Equity Fund II (NQP), L.P.

Boston, MA · Jan 13, 2021
  • Jan 13, 2021 · D · $135,270,000 sold of $135,270,000 · 28 investors · min. No minimum reported · role: Executive Officer (Managing Principal) EDGAR ↗

Raised $135.3M from 28 investors (100% of the $135.3M target) as of the latest filing. Charles is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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.

WE
Pooled Investment Fund · group: Wave

WAVE Equity Fund II, L.P.

Boston, MA · Mar 30, 2018 → Jan 13, 2021 · 2 filings
  • Jan 13, 2021 · D/A · $135,270,000 sold of $135,270,000 · 130 investors · min. No minimum reported · role: Executive Officer (Managing Principal) EDGAR ↗
  • Mar 30, 2018 · D · $0 sold of $150,000,000 · 0 investors · min. No minimum reported · role: Executive Officer (Managing Principal) EDGAR ↗

Raised $135.3M from 130 investors (100% of the $135.3M target) as of the latest filing. Charles is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 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.

HS
Other Technology · group: Helios Dyrt

Helios SMASH Helicore Blocker, Inc.

Aspen, CO · Jul 31, 2020
  • Jul 31, 2020 · D · $632,000 sold of $632,000 · 5 investors · min. $30,000 · role: Executive Officer, Director (Secretary) EDGAR ↗

Raised $632K from 5 investors (100% of the $632K target) as of the latest filing. Charles is listed as executive officer, director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Technology / 506(b) (17,390 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.

H
Telecommunications

Helicore, LLC

Southbury, CT · Apr 29, 2020
  • Apr 29, 2020 · D · $2,000,000 sold of $2,000,000 · 1 investors · min. $2,000,000 · role: Director EDGAR ↗

Raised $2M from 1 investor (100% of the $2M target) as of the latest filing. Charles is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Telecommunications / 506(b) (293 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.

QE
Other Energy

Quantum Elements Development Inc

Newark, DE · Oct 2, 2019 → Feb 20, 2020 · 3 filings
  • Feb 20, 2020 · D · $3,000,000 sold of $3,000,000 · 1 investors · min. $3,000,000 · role: Executive Officer, Director (President) EDGAR ↗
  • Dec 9, 2019 · D/A · $1,753,286 sold of Indefinite · 9 investors · min. $40,000 · role: Executive Officer, Director (President and Treasurer) EDGAR ↗
  • Oct 2, 2019 · D/A · $1,197,500 sold of Indefinite · 9 investors · min. $40,000 · role: Executive Officer, Director (President and Treasurer) EDGAR ↗

Raised $3M from 9 investors (100% of the $3M target) as of the latest filing. Charles is listed as executive officer, director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Energy / 506(b) (1,000 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.

PV
Investing · group: Permal

Progress Ventures Fund II, L.P.

Cambridge, MA · Dec 11, 2013 → Dec 11, 2013 · 2 filings
  • Dec 11, 2013 · D/A · $0 sold of $50,000,000 · 0 investors · min. $500,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗
  • Dec 11, 2013 · D · $1,000,350 sold of $50,000,000 · 4 investors · min. $500,000 · role: Executive Officer (Chief Financial Officer) EDGAR ↗

Raised $1M from 4 investors (2% of the $50M target) as of the latest filing. Charles is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Investing / 506(b) (2,521 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.

WE
Pooled Investment Fund · group: Wave

WAVE Equity Fund LP

Boston, MA · Jan 24, 2013
  • Jan 24, 2013 · D · $0 sold of $150,000,000 · 0 investors · min. No minimum reported · role: Director (Manager of GPLLC) EDGAR ↗

No sales reported yet as of the latest filing. Charles is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

WW
Pooled Investment Fund · group: Wave

Wave Warehouse Fund, L.P.

Boston, MA · Apr 26, 2012
  • Apr 26, 2012 · D · $2,950,000 sold of $4,000,000 · 10 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $2.95M from 10 investors (74% of the $4M target) as of the latest filing. Charles is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

Other pages with the same name (2)

Separate person records under the same name, not combined with this page. Each line says whether it shares an issuer with this record.

People around Charles 19

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET.

WE
Management entity

Wave Equity Partners, LLC

Executive Officer, Promoter · 5 shared filings (4 issuers) · also on 2 other issuers

Wave Equity Partners, LLC is on 6 issuers in total — a repeat sponsor. Their page lists every one.

WE
Management entity

WAVE Equity II GP, LLC

Executive Officer · 3 shared filings (2 issuers)

Listed on the same filings as Charles Bridge. Their page shows their other deals.

PV
Management entity

Progress Ventures II,

Director · 2 shared filings (1 issuer)

Listed on the same filings as Charles Bridge. Their page shows their other deals.

WE
Management entity

WAVE Equity LLC

Director · 1 shared filing (1 issuer) · also on 2 other issuers

Listed on the same filings as Charles Bridge. Their page shows their other deals.

WE
Management entity

WAVE Equity GP LP

Director · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as Charles Bridge. Their page shows their other deals.

PS
No photo found yet (own website and image search run after this page is viewed)
Person

Praveen Sahay

Executive Officer, Director, Promoter · 5 shared filings (4 issuers) · also on 12 other issuers

Praveen Sahay is on 16 issuers in total — a repeat sponsor. Their page lists every one.

MR
No photo found yet (own website and image search run after this page is viewed)
Person

Mark Robinson

Executive Officer, Director, Promoter · 5 shared filings (4 issuers) · also on 10 other issuers

Mark Robinson is on 14 issuers in total — a repeat sponsor. Their page lists every one.

RR
No photo found yet (own website and image search run after this page is viewed)
Person

Robert Roeper

Executive Officer, Director, Promoter · 5 shared filings (4 issuers) · also on 1 other issuer

Robert Roeper is on 5 issuers in total — a repeat sponsor. Their page lists every one.

HK
No photo found yet (own website and image search run after this page is viewed)
Person

Holger Koehler

Executive Officer, Director · 5 shared filings (3 issuers) · also on 1 other issuer

Listed on the same filings as Charles Bridge. Their page shows their other deals.

UC
No photo found yet (own website and image search run after this page is viewed)
Person

U. Haskell Crocker

Director, Executive Officer · 4 shared filings (3 issuers) · also on 6 other issuers

U. Haskell Crocker is on 9 issuers in total — a repeat sponsor. Their page lists every one.

WS
No photo found yet (own website and image search run after this page is viewed)
Person

Walter Schroeder

Director, Executive Officer · 4 shared filings (3 issuers) · also on 2 other issuers

Walter Schroeder is on 5 issuers in total — a repeat sponsor. Their page lists every one.

WK
No photo found yet (own website and image search run after this page is viewed)
Person

Waters A. Kellogg

Director, Executive Officer · 2 shared filings (2 issuers) · also on 49 other issuers

Waters A. Kellogg is on 51 issuers in total — a repeat sponsor. Their page lists every one.

NM
No photo found yet (own website and image search run after this page is viewed)
Person

Nicholas MacShane

Director · 2 shared filings (1 issuer) · also on 6 other issuers

Nicholas MacShane is on 7 issuers in total — a repeat sponsor. Their page lists every one.

ST
No photo found yet (own website and image search run after this page is viewed)
Person

Samuel V. Thompson

Director · 2 shared filings (1 issuer)

Listed on the same filings as Charles Bridge. Their page shows their other deals.

CL
No photo found yet (own website and image search run after this page is viewed)
Person

Chris Legg

Director · 2 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Charles Bridge. Their page shows their other deals.

TK
No photo found yet (own website and image search run after this page is viewed)
Person

Timothy Kirkwood

Executive Officer, Director · 1 shared filing (1 issuer) · also on 5 other issuers

Timothy Kirkwood is on 6 issuers in total — a repeat sponsor. Their page lists every one.

LT
No photo found yet (own website and image search run after this page is viewed)
Person

Lucas B. Turner

Director · 1 shared filing (1 issuer)

Listed on the same filings as Charles Bridge. Their page shows their other deals.

JD
No photo found yet (own website and image search run after this page is viewed)
Person

Joshua Dotson

Director · 1 shared filing (1 issuer)

Listed on the same filings as Charles Bridge. Their page shows their other deals.

KR
No photo found yet (own website and image search run after this page is viewed)
Person

Kevin Russ

Executive Officer, Director · 1 shared filing (1 issuer)

Listed on the same filings as Charles Bridge. Their page shows their other deals.

The team behind the deals

W
Sponsor group

Wave

10 issuers · 17 filings · $343.5M reported sold · 2012–2026

One team, 10 deal companies. Charles Bridge is listed on 4 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Charles Bridge.

HD
Sponsor group

Helios Dyrt

6 issuers · 8 filings · $5.38M reported sold · 2019–2023

One team, 6 deal companies. Charles Bridge is listed on 1 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Charles Bridge.

P
Sponsor group

Permal

18 issuers · 26 filings · $1.27B reported sold · 2009–2021

One team, 18 deal companies. Charles Bridge is listed on 1 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Charles Bridge.

Same business address

51 other issuers file from the same address (first 50 shown)

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Adviser registration (Form ADV)

A person is never an adviser firm. 4 of the 8 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): WAVE Equity Fund II, L.P., WAVE Equity Fund II (NQP), L.P., WAVE Equity Fund LP, Wave Warehouse Fund, L.P..

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.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Charles Bridge by design. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 8 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Charles Bridge is listed on: none on file. No website or social profile named in WAVE Equity Fund II (NQP), L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #201,203 of 374,652 in line (1,330 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (Boston, MA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

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Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Massachusetts MassCourts ↗Colorado state courts — find the court ↗Delaware CourtConnect ↗Connecticut Judicial Branch case look-up ↗

Securities regulators

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

Business registries

Massachusetts Secretary of State business search ↗Colorado Secretary of State business search ↗Delaware Secretary of State business search ↗Connecticut Secretary of State business search ↗OpenCorporates ↗

Change history

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