Charter-SOC 2, LLC
Charter-SOC 2, LLC is a private equity fund based in Grand Rapids, Michigan. According to its most recent Form D, filed Jun 28, 2021, it has sold $1,288,000 of interests to 22 investors since its first sale in Jun 2021. The minimum investment it accepts from an outside investor is $5,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include John Kerschen; Michael Palm; Charter Private Capital Management, Inc.
- Total raised
- $1,288,000Cumulative sales reported on Form D
- Investors
- 22
- First sale
- Jun 16, 2021
- Minimum investment
- $5,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- John Kerschen; Michael Palm; Charter Private Capital Management, Inc
- Latest Form D
- Jun 28, 2021
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. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Charter-SOC 2, LLC
What is the minimum investment for Charter-SOC 2, LLC?
According to its latest Form D, filed Jun 28, 2021, the minimum investment Charter-SOC 2, LLC accepts from an outside investor is $5,000.
Who can invest in Charter-SOC 2, LLC?
Charter-SOC 2, LLC is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1). It uses Rule 506(b), which does not allow general advertising.
How much has Charter-SOC 2, LLC raised?
Charter-SOC 2, LLC reports $1,288,000 sold from 22 investors on its Form D filed Jun 28, 2021. This is cumulative sales since the offering began, not current assets or performance.
Where is Charter-SOC 2, LLC based?
Charter-SOC 2, LLC is based in Grand Rapids, Michigan.
When did Charter-SOC 2, LLC launch?
Charter-SOC 2, LLC reports its first sale in Jun 2021.
Size compared with every private equity fund
Raised more than 45% of the 87 private equity funds based in Michigan, and more than 23% of all 8,822 that report sales.