Adviser Profile
| As of Date | 08/09/2025 |
| Registration status | Registration Changed to CHARTER PRIVATE CAPITAL MANAGEMENT, LLC |
| ADV Location | GRAND RAPIDS, MI, United States |
| Contact Info | 616 xxxxxxx |
| Websites |
| AUM* | 116,000,000 53% |
| of that, discretionary | 18,000,000 21% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 6,444,444 45% |
| SMA’s | No |
| Private Funds | 0 17 |
Adviser Type
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
1
1
1
1