Data / Investment advisers / Michigan / Charter Private Capital Management, LLC
Charter Private Capital Management, LLC, Grand Rapids, MI: exempt reporting adviser with 16 private funds
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Charter Private Capital Management, LLC is an exempt reporting adviser with its main office in Grand Rapids, Michigan and reports 16 private funds in its Form ADV filed March 31, 2026.
The request: Watch Charter Private Capital Management, LLC (CRD number 155417): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- Exempt reporting adviser
- CRD number
- 155417
- SEC file number
- 802-134305
- SEC status
- ERA, Active, effective August 7, 2025
- Main office
- 140 Monroe Center NW Suite 300, Grand Rapids, MI 49503
- Phone
- (616) 235-3555
- Form of organization
- Limited Liability Company
- Private funds
- 16: 11 other private funds, 3 venture capital funds, 2 private equity funds
- Gross assets of private funds
- $134,350,000
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Other advisers in Grand Rapids
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Burnham & Company LLC | Grand Rapids | $129.5 million | Not listed | adviserinfo.sec.gov |
| Revalue LLC | Grand Rapids | $128.5 million | Not listed | adviserinfo.sec.gov |
| Synergy Wealth Management, LLC | Grand Rapids | $127.1 million | Not listed | adviserinfo.sec.gov |
| Streamsong Advisors, LLC | Grand Rapids | $124.4 million | Not listed | adviserinfo.sec.gov |
| Wealthspan Investment Management, LLC | Grand Rapids | $93.1 million | Not listed | adviserinfo.sec.gov |
| Blackford Capital | Grand Rapids | Not listed | 13 | adviserinfo.sec.gov |
| Thornapple River Capital | Grand Rapids | Not listed | 5 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Grand Rapids, MI
- Investment advisers in Michigan
- Advisers that manage private funds
- Charter Private Capital Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.