CHARTER PRIVATE CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- GRAND RAPIDS, Michigan
- CRD number
- 155417
- Registered since
- August 7, 2025
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Charter Private Capital Management, LLC is an SEC-registered investment adviser (registered in 2025) that manages and advises pooled investment vehicles with a focus on private equity and venture capital strategies. The firm is organized as a limited liability company and positions itself as a multifaceted fund manager that acts as sponsor, general partner, and managing member for pooled vehicles rather than as a pure capital allocator. Its client base is institutional, and its fee arrangements combine a percentage-of-AUM component with performance-based fees, consistent with fund-manager compensation and carried-interest-style economics. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not advertise pension-consulting services.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1JOHN KERSCHEN
President and Managing PartnerCRD 5856260
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GRAND RAPIDS, MI
KENT
Location
GRAND RAPIDS, MI
Headquartered in GRAND RAPIDS, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- KENT
- Address
- 140 Monroe Center St NW
- Time zone
- ET (UTC-5)
- Office locations
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