Chartscan LLC
Chartscan LLC is a private fund (single purpose investment vehicle) organized in Delaware, United States and advised by Chartwell Investments. Its adviser reported $7,000,000 in gross assets for the fund on Form ADV, filed Mar 20, 2024. It reported 40 beneficial owners. The minimum investment it accepts is $25,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors.
- Gross assets
- $7,000,000As reported on Form ADV
- Beneficial owners
- 40
- Minimum investment
- $25,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 owners
- Fund type
- Private fundSINGLE PURPOSE INVESTMENT VEHICLE
- Domicile
- Delaware, United States
- Administrator
- Baker Tilly
- Adviser
- Chartwell Investments · New York, NY · CRD 160554
- Reported on
- Mar 20, 2024Adviser's Form ADV
From SEC filings, not verified. This information is republished from the adviser's Form ADV (Schedule D, Section 7.B.(1)) in the SEC's public Form ADV data, which currently runs through filings made by Dec 26, 2024. Figures are as of the adviser's filing and may have changed since. It is not an offer, solicitation or recommendation, AltMountain has not reviewed the fund, and gross assets are not performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Chartscan LLC
What is the minimum investment for Chartscan LLC?
According to its adviser's Form ADV filed Mar 20, 2024, the minimum investment Chartscan LLC accepts is $25,000.
Who can invest in Chartscan LLC?
Chartscan 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).
How large is Chartscan LLC?
Its adviser reported $7,000,000 in gross assets on Form ADV filed Mar 20, 2024. Gross assets include borrowed money and are not the same as net assets or performance.
Who manages Chartscan LLC?
Chartscan LLC is advised by Chartwell Investments, based in New York, NY.
Who are Chartscan LLC's service providers?
Its Form ADV lists Baker Tilly as administrator.