Charleston Harbor Concentrated SMID-Cap, LP is a hedge fund based in Mount Pleasant, South Carolina. According to its most recent Form D, filed Sep 15, 2026, the fund has sold $3,391,000 of interests to 7 investors since its first sale in Jul 2025. The minimum investment it accepts from an outside investor is $500,000. The offering uses Rule 506(b), which does not permit general solicitation. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Charleston Harbor Capital LLC; Steven Werber.
Performance
No verified returns have been reported for this fund. Hedge fund returns are not part of SEC filings; managers report them to AltMountain directly.
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- Total raised
- $3,391,000Cumulative sales reported on Form D
- Investors
- 7
- First sale
- Jul 1, 2025
- Minimum investment
- $500,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Charleston Harbor Capital LLC; Steven Werber
- Latest Form D
- Sep 15, 2026
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Charleston Harbor Concentrated SMID-Cap, LP
What is the minimum investment for Charleston Harbor Concentrated SMID-Cap, LP?
According to its latest Form D, filed Sep 15, 2026, the minimum investment Charleston Harbor Concentrated SMID-Cap, LP accepts from an outside investor is $500,000.
Who can invest in Charleston Harbor Concentrated SMID-Cap, LP?
Charleston Harbor Concentrated SMID-Cap, LP is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.
How much has Charleston Harbor Concentrated SMID-Cap, LP raised?
Charleston Harbor Concentrated SMID-Cap, LP reports $3,391,000 sold from 7 investors on its Form D filed Sep 15, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Charleston Harbor Concentrated SMID-Cap, LP based?
Charleston Harbor Concentrated SMID-Cap, LP is based in Mount Pleasant, South Carolina.
When did Charleston Harbor Concentrated SMID-Cap, LP launch?
Charleston Harbor Concentrated SMID-Cap, LP reports its first sale in Jul 2025, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every hedge fund
Raised more than 35% of the 26 hedge funds based in South Carolina, and more than 12% of all 10,308 that report sales.