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CHARTER PRIVATE CAPITAL MANAGEMENT, LLC
CRD 155417 · SEC 802-134305
140 MONROE CENTER NW, SUITE 300, GRAND RAPIDS, MI, 49503, United States
Phone
616-235-3555
Fax
616-323-0623
Registration
— (—)
Source
State registered
Total AUM
$134.0M
Discretionary AUM
$20.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 16 | $134.0M |
All web addresses on file
Official SEC filing: View on IAPD