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.

Funds / Charter-Asi, LLC

Charter-Asi, LLC

HarvestUnknownFundCharter Private Capital Management, LLCMichigan
Amounts, each with its basis
Vintage
2018basis: form d first sale
Target
unknownnot announced
First close
unknownnever inferred from a Form D
Final close
unknownonly from an announcement or an LP disclosure
Announced size
unknown
Form D offering
$4.0Mwhat may be sold, not what was raised; file 021-329536, sworn by the adviser or filed under this vehicle
Form D sold
$2.0Mas of the filing of Jan 3, 2019, 28 investors
First sale
Dec 21, 2018
Reported GAV
$1.1Mon the Form ADV filed Sep 12, 2026; the fund's assets, never its size or dry powder
Owners (ADV)
0
Reported on ADV
Sep 12, 2026 to Sep 12, 2026
Fundraising evidence
Unknown
latest Form D 2019-01-03, older than 15 months (fr-1)
evidence dated Jan 3, 2019. A Form D offering is permission to sell, not a fund in market; an amount sold is never a close; an evergreen offering amended every year is not a raise.
Lifecycle
Harvest
vintage over 7 years, still reported
age years: 8first sale: 2018-12-21vintage year: $2,018adv gav as of: 2026-09-12vintage basis: form_d_first_saleform d sold usd: $2.0Mform d offering usd: $4.0Mform d latest filed at: 2019-01-03
The fund's own reporting through time
1 Form ADV filings
FiledTypeGross asset value OwnersMin. investmentAdviser-ownedAudit
Sep 12, 2026$1.1M
0$50,00018%
Principals and agents
4 principals on Form D, 0 placement agents
  • Charter Private Capital Management, LLC Executive Officer/Director
  • John Kerschen Executive Officer/Promoter
  • Dale Grogan Executive Officer/Promoter
  • Charter Private Capital Management, LLC general partner (ADV 7.B.(1).A.3)
Limited partners and their reported performance
0 public LP reports
No public LP has reported this vehicle. The LP tape is read from public pension disclosures (see Limited partners); a fund appears here only when an LP’s report names it.
Investments attributed to this vehicle
0
No investment attributed to this vehicle. The firm’s investments sit on the firm; a fund gets one only when a source names the vehicle.
Timeline
2 events
  1. 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 ADV Fact IAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
  2. Jan 3, 2019
    Charter-ASI, LLC filed Form D: $2,020,000 sold of $4,000,000, Private Equity Fund
    Form D filed Fact SEC EDGAR Form D data sets (quarterly)
Evidence
33 observations
Every observation on this vehicle