Charter-Swift, LLC
Charter-Swift, LLC is a private equity fund based in Grand Rapids, Michigan. According to its most recent Form D, filed Nov 13, 2018, it has sold $757,451 of interests to 19 investors since its first sale in Oct 2018. The filing does not set a minimum investment. 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 Charter Private Capital Management, Inc; John Kerschen; Dale Grogan.
- Total raised
- $757,451Cumulative sales reported on Form D
- Investors
- 19
- First sale
- Oct 31, 2018
- Minimum investment
- None set
- 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
- Charter Private Capital Management, Inc; John Kerschen; Dale Grogan
- Latest Form D
- Nov 13, 2018
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-Swift, LLC
What is the minimum investment for Charter-Swift, LLC?
Charter-Swift, LLC's latest Form D, filed Nov 13, 2018, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Charter-Swift, LLC?
Charter-Swift, 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-Swift, LLC raised?
Charter-Swift, LLC reports $757,451 sold from 19 investors on its Form D filed Nov 13, 2018. This is cumulative sales since the offering began, not current assets or performance.
Where is Charter-Swift, LLC based?
Charter-Swift, LLC is based in Grand Rapids, Michigan.
When did Charter-Swift, LLC launch?
Charter-Swift, LLC reports its first sale in Oct 2018.
Size compared with every private equity fund
Raised more than 40% of the 87 private equity funds based in Michigan, and more than 19% of all 8,889 that report sales.