Chartline Capital Partners

Institutional venture firmSEC venture capital fund adviser· Wilmington, DelawareCHARTLINE.COM

Venture capital fund investing in enterprise and industrial technology companies

In the firm's own words, from its website.

Reported fund assets
$53.2M
sum of its funds' Form ADV filings, last 30 months
New companies, 12 mo
None
Investment team
6
Latest vintage
2021
As of · the latest observation of this organization; filed figures are as of its latest Form ADV

5 additional team members, 10 additional co-investors and affiliates, 21 additional investments, funds and LPs, 5 events, 1 verified contact (1 firm phone)

Every relationship, signal and contact on this record, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What matters now

  1. 2 deals
    with Wilshire Lane Capital

    Invests most often alongside Wilshire Lane Capital (2 shared deals).

    pair last observed on record 30 Sep 2026, not a deal date · The firms it syndicates with are the likeliest to see the same deals and to fill out its rounds.

    Measuredshared rounds and portfolio companies on recordFor Founders building a round, co-investorsCo-investors →

People to know

View all people
  • Managing Partner
    Why: Managing partner: runs the firm
    No route on file yet
  • Managing Partner
    Why: Managing partner: runs the firm
    No route on file yet
  • Partner
    Why: Partner: part of the investment decision
    No route on file yet

Relationship network

48 connected entities1 observed round

From financing rounds and every investor named in them, Form ADV and Form D filings, the firm's funds and team, and disclosed LP commitments in the venture capital graph. A round's amount is the size of the round, not money that moved between two investors.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the rounds and sources behind it. Line weight is rounds together; dashed lines are inferred.

Reading the network
  • Sponsor
  • Company
  • Fund or vehicle
  • Person
›How strength and recency are read

Co-investors are read from the rounds: three or more shared rounds is a strong observed relationship, two a repeat co-investor, one a single round. Funds and people are structural. Nothing is scored that a reader cannot check.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

How am I connected?

Name your firm, a company or a person, and DFX finds the published routes to Chartline Capital Partners: a shared portfolio company or board, a prior employer, a co-investor, a shared LP or service provider. Every step is a filed or published record with its source; none is a guess about who knows whom.

See how you connect to Chartline Capital Partners

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Investing

20 companies on record, 0 new in 12 months

Investments on record

20 companies, 1 partner-attributed
CompanyRoundRolePartnerRound sizeThis investorDateSource
Astra Inc.portfolio listingunknownunknownunknownunknownSep 16, 2026Fact Firm website
Forecastr, Inc.portfolio listingunknownunknownunknownunknownSep 16, 2026Fact Firm website
Hackerrankportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Firm website

Stated thesis versus observed behaviour

21 observed deals
Stated (the firm’s website)
Sectors
b2b
Stages
not stated or not yet read
Geography
not stated
Check size
$500,000 to $5.0M stated by the firm
Self-described
venture capital
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Industries, each company once
Hardware and deep tech, Software or Tech-enabled and IT services (3)
lead rate no observed dealsfollow-on rate 0%new companies, 12 months 0

Team

8 current, 1 departed

Decision makers

who to call first, and why; then everyone else by function
  • Experienced Navigators · Managing Partner
    Why this person: Managing partner: runs the firm; Named with investment responsibility
  • Phil Stern · Managing Partner
    Why this person: Managing partner: runs the firm; Named with investment responsibility
  • Tim McIntosh · Partner
    Why this person: Partner: part of the investment decision; Named with investment responsibility

Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.

Investment team

8 current, 1 departed
1 departed (kept with end dates)

Contacts

1 firm phone

1 firm phone on record, each with its source. Values open with the complete profile.

Funds and LPs

6 vehicles, 0 LPs disclosed

Funds and vehicles

6 reported, 1 no longer reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
Chartline Capital Partners II, L.P.Fund2021 form d first saleMature$24.5M
Mar 30, 2026
34$21.1MJul 26, 2022
Chartline Capital Partners II Co-Invest, L.P.SPV or co-invest vehicle2021 form d first saleMature$11.4M
Mar 30, 2026
25$1.6MMar 25, 2022
Chartline Hackerrank Investors, LLCFund2018 form d first saleHarvest$3.0M
Mar 30, 2026
9$1.5M
of $1.5M
Sep 10, 2018

Limited partners

0 LPs, 0 disclosed commitments
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.

Known LPs and allocators

0 relationships across the firm's funds, from public pensions and the allocator graph
No allocator names this firm or its funds in a public disclosure DFX holds.

Relationships across DFX

13 co-investors · on 1 other DFX graph

Co-investors

13 counted from shared deals, for the whole firm
Across DFX and the capital chainon 1 other DFX graph Show
Across DFX
  • The same institution is held on RIA and Wealth, matched by identifier. See which records
Across the graphs

Chartline Capital Partners is the same institution as 1 record in RIA and Wealth.

RIA and Wealth1

The joined record opens with the product, beside every other relationship on this page.

Checking your plan…

Evidence and history

10 dated events, 69 observations from 3 sources

Timeline

10 dated events
  1. seen on or beforeSep 23, 2026
    Chartline Capital Partners: MICRO_VC -> INSTITUTIONAL_VC (venture manager, reported GAV $53M across 6 vehicles)
    Classification changedClassificationInference
  2. Oct 13, 2023
    Discover Financial Health Improvement Fund, LLC first reported on Form ADV by Chartline Capital Partners (Venture Capital Fund), GAV $1,248,000
    Fund first reported on Form ADVFundsFactDiscover Financial Health Improvement Fund, LLCForm ADV
  3. Mar 25, 2022
    Chartline Capital Partners II Co-Invest, L.P. first reported on Form ADV by Chartline Capital Partners (Venture Capital Fund), GAV $1,550,000
    Fund first reported on Form ADVFundsFactChartline Capital Partners II Co-Invest, L.P.Form ADV
  4. Jul 1, 2021
    Chartline Urbanbound Investors, LLC no longer reported on Form ADV by Chartline Capital Partners
    Fund no longer reportedFundsInferenceChartline Urbanbound Investors, LLCForm ADV
  5. Jul 1, 2021
    Chartline Capital Partners II, L.P. first reported on Form ADV by Chartline Capital Partners (Venture Capital Fund), GAV $10,000,000
    Fund first reported on Form ADVFundsFactChartline Capital Partners II, L.P.Form ADV

Identity and regulatory footprint

Address, phone, Form ADV filing and ownersForm ADV filed Mar 30, 2026 · 6 private fundsShow
Headquarters
Wilmington, DEadviserinfo.sec.gov
Office address
unknownadviserinfo.sec.gov
Business phone
unknownadviserinfo.sec.gov
SEC adviser type
Exempt reporting adviseradviserinfo.sec.gov
SEC exemption claimed
Venture capital fund adviseradviserinfo.sec.govItem 2.B(1): advises solely venture capital funds
Latest Form ADV
Mar 30, 2026
Private funds reported
6 (6 venture capital funds)adviserinfo.sec.gov
Private fund gross assets, adviser total
$67.5Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder

Classification history

Every classification this record has carried2 on recordShow
  1. Sep 23, 2026
    Institutional venture firm (confirmed, 95%)
    Venture manager, reported GAV $53M across 6 vehicles
  2. Sep 12, 2026
    Micro VC (confirmed, 95%)
    Venture manager, reported GAV $43.4M across 6 vehicles

Evidence

69 observations from 3 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedVC exemption, VC funds reportedMar 30, 2026FactForm ADV
SEC exemption claimedVenture capital fund adviserMar 30, 2026FactForm ADV
SEC exemption claimedVenture capital fund adviserMar 22, 2024FactForm ADV
SEC adviser typeExempt reporting adviserMar 30, 2026FactForm ADV
SEC adviser typeExempt reporting adviserMar 30, 2026FactForm ADV
SEC adviser typeExempt reporting adviserMar 22, 2024FactForm ADV
First Form ADV filing2017-02-08Mar 30, 2026FactForm ADV
First Form ADV filing2017-02-08Mar 22, 2024FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-29Sep 30, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-25Sep 26, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-23Sep 24, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-21Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-22Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1Sep 12, 2026FactForm ADV
Latest Form ADV filing2026-03-30Mar 30, 2026FactForm ADV
Latest Form ADV filing2026-03-30Mar 30, 2026FactForm ADV
Latest Form ADV filing2024-03-22Mar 22, 2024FactForm ADV
SEC statusERA - ActiveMar 30, 2026FactForm ADV
SEC status effective2017-02-08Mar 30, 2026FactForm ADV
Venture share of reported funds1Mar 30, 2026FactForm ADV
Venture share of reported funds1Mar 22, 2024FactForm ADV
Business phoneMar 30, 2026FactForm ADV
Business phoneMar 22, 2024FactForm ADV
Contact page urlSep 16, 2026Fact
DescriptionSep 16, 2026Fact
DescriptionSep 14, 2026Fact
HeadquartersWilmington, DEMar 30, 2026FactForm ADV
HeadquartersWilmington, DEMar 22, 2024FactForm ADV
Office addressMar 30, 2026FactForm ADV
Office addressMar 22, 2024FactForm ADV
Self-described typeVenture capitalSep 16, 2026Fact
Self-described typeVenture capitalSep 14, 2026Fact
Legal formLimited Liability CompanyMar 30, 2026FactForm ADV
Legal formLimited Liability CompanyMar 22, 2024FactForm ADV
Portfolio pageSep 16, 2026Fact
Portfolio pageSep 14, 2026Fact
Private funds reported6Mar 30, 2026FactForm ADV
Private funds reported6Mar 30, 2026FactForm ADV
Private funds reported6Mar 22, 2024FactForm ADV
Private fund gross assets (reported)$67.5MMar 30, 2026FactForm ADV
Private fund gross assets (reported)$67.5MMar 30, 2026FactForm ADV
Private fund gross assets (reported)$58.0MMar 22, 2024FactForm ADV
Schedule a diffsadiff-1Sep 27, 2026FactForm ADV
Stated check (high)$5.0MSep 16, 2026Fact
Stated check (high)$5.0MSep 14, 2026Fact
Stated check (low)$500,000Sep 16, 2026Fact
Stated check (low)$500,000Sep 14, 2026Fact
Stated sectorsb2b
“sector words on the home page”
Sep 16, 2026Fact
Stated sectorsb2b
“sector words on the home page”
Sep 14, 2026Fact
Team pageSep 16, 2026Fact
Team pageSep 14, 2026Fact
Venture funds reported6Mar 30, 2026FactForm ADV
Venture funds reported6Mar 30, 2026FactForm ADV
Venture funds reported6Mar 22, 2024FactForm ADV
WebsiteMar 30, 2026FactForm ADV
WebsiteMar 22, 2024FactForm ADV
Site titleSep 16, 2026Fact
Site titleSep 14, 2026Fact
How this is scored
Scores, classification basis and filing advisersInstitutional venture firm, confirmedShow
Importance
37
elevated
Active deployment
0
low
Emerging
0
low
Freshness
100
high
Institutional venture firmSEC exempt reporting adviser

Venture manager, reported GAV $53M across 6 vehicles

The inputs behind each score
importance
gav: 0.22 · funds: 0.58 · people: 0.24 · investments: 0.49 · co investors: 0.45
active deployment
investments 12m: 0 · fund raising 18m: 0 · people joined 12m: 0 · vintage within 3y: 0 · latest investment at: not scored
emerging manager
fund count: 7 · reported gav: $53.2M · first adv filing: 2017-02-08 · years since first filing: 9.6

Fits, record history and connections

scored matches for this investor, every identity change, every edge

Record history

2 dated events on the change ledger, latest event first
  • Organization classification changed
    2026-09-23
  • Adviser's first ADV filing
    2017-02-08source on record

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.