Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.

Firms / Charter Private Capital Management, LLC

Charter Private Capital Management, LLC

Multi-stage venture firm · probableGrand Rapids, MISEC exempt reporting adviser

both early and growth/opportunity families, reported GAV $134M

Importance
27
moderate
Active deployment
25
moderate
Emerging
0
low
Completeness
31
moderate
Freshness
99
high
Research priority
16
moderate
Identity and regulatory footprint
Headquarters
Grand Rapids, MIadviserinfo.sec.gov
Office address
140 MONROE CENTER NW, SUITE 300, Grand Rapids, MI, 49503adviserinfo.sec.gov
Business phone
616-235-3555adviserinfo.sec.gov
Website
unknown
SEC adviser type
exempt reporting adviseradviserinfo.sec.gov
SEC exemption claimed
private fund adviseradviserinfo.sec.gov
Latest Form ADV
Mar 31, 2026
Private funds reported
16 (3 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$134Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
business phone
616-235-3555adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
Sectors
not stated or not yet read
Stages
not stated or not yet read
Geography
not stated
Check size
not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
16 reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
Charter Growth Capital Fund II, LPGrowth fund2024 form d first saleEarly deployment$80.5M
Sep 12, 2026
0$27.1MApr 16, 2024
Charter-Asi 3, LLCFund2023 form d first saleActive deployment$2.1M
Sep 12, 2026
3$753,435
of $1.5M
Apr 18, 2023
Charter-Vestaron II, LLCFund2022 form d first saleActive deployment$2.1M
Sep 12, 2026
6$2.2M
of $2.5M
May 23, 2022
Charter-Papa's Fund II, LLCFund2022 form d first saleActive deployment$620,000
Sep 12, 2026
2$617,919
of $2.0M
Nov 1, 2022
Charter-Soc 2 LLCFund2021 form d first saleMature$1.3M
Sep 12, 2026
4$1.3M
of $2.0M
Jun 28, 2021
Charter-Papa's Fund, LLCFund2020 form d first saleMature$1.3M
Sep 12, 2026
1$1.3M
of $2.0M
Sep 28, 2020
Charter-Hn Spirits Fund, LLCFund2020 form d first saleMature$1.2M
Sep 12, 2026
1$785,000
of $2.5M
Mar 3, 2020
Charter Growth Capital Fund, L.P.Growth fund2019 form d first saleMature$25.9M
Sep 12, 2026
3$10.6M
of $100M
Jul 30, 2019
Charter-Vestaron, LLCFund2019 form d first saleMature$1.0M
Sep 12, 2026
8$444,000
of $444,000
Aug 28, 2019
Charter-Asi, LLCFund2018 form d first saleHarvest$1.1M
Sep 12, 2026
0$2.0M
of $4.0M
Jan 3, 2019
Charter-Asi 2, LLCFund2018 form d first saleHarvest$830,000
Sep 12, 2026
1$1.1M
of $1.1M
Jan 9, 2019
Henrickson Nauta Venture Fund 1, L.P.Fund2018 form d first saleHarvest$100,000
Sep 12, 2026
0$1.1M
of $10.0M
Jul 23, 2018
RIM Guard Holdings, LLCFund2017 form d first saleHarvest$7.9M
Sep 12, 2026
2$900,000
of $1.0M
Jan 27, 2017
Gram Acquisition 2.0 LLCFund2013 form d first saleHarvest$3.9M
Sep 12, 2026
1$377,855
of $2.5M
Nov 19, 2013
Gram Acquisition, LLCFund2013 form d first saleHarvest$3.8M
Sep 12, 2026
1$818,476
of $2.3M
May 3, 2013
Charter-Soc II Co-Investment LLCSPV or co-invest vehicleunknownUnknown$560,000
Sep 12, 2026
6unknownunknown
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
0 current, 0 departed
No named professional yet. People arrive from Form ADV Schedule A (owners, officers, control persons) and the team page.
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
18 dated events
  1. Sep 12, 2026
    Charter Private Capital Management, LLC: INSTITUTIONAL_VC -> MULTI_STAGE_VC (both early and growth/opportunity families, reported GAV $133M)
    Classification changedClassificationInferenceno URL
  2. Sep 12, 2026
    RIM Guard Holdings, LLC first reported on Form ADV by Charter Private Capital Management, LLC, GAV $7,900,000
    Fund first reported on Form ADVFundsFactRIM Guard Holdings, LLCIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
  3. Sep 12, 2026
    Henrickson Nauta Venture Fund 1, L.P. first reported on Form ADV by Charter Private Capital Management, LLC, GAV $100,000
    Fund first reported on Form ADVFundsFactHenrickson Nauta Venture Fund 1, L.P.IAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
  4. Sep 12, 2026
    Gram Acquisition, LLC first reported on Form ADV by Charter Private Capital Management, LLC, GAV $3,800,000
    Fund first reported on Form ADVFundsFactGram Acquisition, LLCIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
  5. Sep 12, 2026
    Gram Acquisition 2.0 LLC first reported on Form ADV by Charter Private Capital Management, LLC, GAV $3,860,000
    Fund first reported on Form ADVFundsFactGram Acquisition 2.0 LLCIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
  6. Sep 12, 2026
    Charter-Vestaron, LLC first reported on Form ADV by Charter Private Capital Management, LLC, GAV $1,040,000
    Fund first reported on Form ADVFundsFactCharter-Vestaron, LLCIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
  7. Sep 12, 2026
    Charter-Vestaron II, LLC first reported on Form ADV by Charter Private Capital Management, LLC, GAV $2,100,000
    Fund first reported on Form ADVFundsFactCharter-Vestaron II, LLCIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
  8. Sep 12, 2026
    Charter-Soc II Co-Investment LLC first reported on Form ADV by Charter Private Capital Management, LLC, GAV $560,000
    Fund first reported on Form ADVFundsFactCharter-Soc 2 LLCIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
  9. Sep 12, 2026
    Charter-Soc 2 LLC first reported on Form ADV by Charter Private Capital Management, LLC, GAV $1,290,000
    Fund first reported on Form ADVFundsFactCharter-Soc 2 LLCIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
  10. Sep 12, 2026
    Charter-Papa's Fund, LLC first reported on Form ADV by Charter Private Capital Management, LLC, GAV $1,340,000
    Fund first reported on Form ADVFundsFactCharter-Papa's Fund, LLCIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
  11. Sep 12, 2026
    Charter-Papa's Fund II, LLC first reported on Form ADV by Charter Private Capital Management, LLC, GAV $620,000
    Fund first reported on Form ADVFundsFactCharter-Papa's Fund II, LLCIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
  12. Sep 12, 2026
    Charter-Hn Spirits Fund, LLC first reported on Form ADV by Charter Private Capital Management, LLC, GAV $1,240,000
    Fund first reported on Form ADVFundsFactCharter-Hn Spirits Fund, LLCIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
  13. Sep 12, 2026
    Charter-Asi, LLC first reported on Form ADV by Charter Private Capital Management, LLC, GAV $1,130,000
    Fund first reported on Form ADVFundsFactCharter-Asi, LLCIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
  14. Sep 12, 2026
    Charter-Asi 3, LLC first reported on Form ADV by Charter Private Capital Management, LLC, GAV $2,140,000
    Fund first reported on Form ADVFundsFactCharter-Asi 3, LLCIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
  15. Sep 12, 2026
    Charter-Asi 2, LLC first reported on Form ADV by Charter Private Capital Management, LLC, GAV $830,000
    Fund first reported on Form ADVFundsFactCharter-Asi 2, LLCIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
  16. Sep 12, 2026
    Charter Growth Capital Fund, L.P. first reported on Form ADV by Charter Private Capital Management, LLC, GAV $25,900,000
    Fund first reported on Form ADVFundsFactCharter Growth Capital Fund, L.P.IAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
  17. Sep 12, 2026
    Charter Growth Capital Fund II, LP first reported on Form ADV by Charter Private Capital Management, LLC, GAV $80,500,000
    Fund first reported on Form ADVFundsFactCharter Growth Capital Fund II, LPIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
  18. Aug 7, 2025
    Charter Private Capital Management, LLC appears on the SEC adviser roster (ERA)
    First SEC adviser filingOrganizationFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Classification history
  1. Sep 15, 2026
    Multi-stage venture firm (probable, 80%, cls-1)
    both early and growth/opportunity families, reported GAV $134M
  2. Sep 13, 2026
    Multi-stage venture firm (probable, 80%, cls-1)
    both early and growth/opportunity families, reported GAV $133M
  3. Sep 12, 2026
    Institutional venture firm (probable, 70%, cls-1)
    venture manager with no reported fund assets yet (scale unknown)
Evidence
16 observations from 2 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedvc_funds_reportedMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC exemption claimedprivate_fund_adviserMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC adviser typeexempt_reporting_adviserMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Latest Form ADV filing2026-03-31Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Adv pdf loadedadv-pdf-1Sep 12, 2026FactIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
SEC statusERA - ActiveMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC status effective2025-08-07Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Business phone616-235-3555Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
HeadquartersGrand Rapids, MIMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Office address140 MONROE CENTER NW, SUITE 300, Grand Rapids, MI, 49503Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Legal formLimited Liability CompanyMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Other funds reported11Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
PE funds reported2Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private funds reported16Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private fund gross assets (reported)$134MMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture funds reported3Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)