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Adviser Profile

Registration status Registration Changed to CHARTER PRIVATE CAPITAL MANAGEMENT, LLC
As of Date 08/09/2025
Adviser Type
Number of Employees 1 -83.33%
of those in investment advisory functions 1 -80.00%
AUM* 116,000,000 44.82%
of that, discretionary 18,000,000 -33.09%
Private Fund GAV* 0 -100.00%
Avg Account Size 6,444,444 44.82%
SMA’s No
Private Funds 0
Contact Info 616 xxxxxxx
Websites

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
Discretionary
Non-discretionary

Private Funds

Employees