{
  "crd_number": 155417,
  "slug": "charter-private-capital-management-llc-grand-rapids-mi-155417",
  "primary_business_name": "CHARTER PRIVATE CAPITAL MANAGEMENT, LLC",
  "legal_name": "CHARTER PRIVATE CAPITAL MANAGEMENT, LLC",
  "dbas": [
    "CHARTER CAPITAL",
    "CHARTER CAPITAL PARTNERS",
    "CHARTER GROWTH CAPITAL"
  ],
  "city": "Grand Rapids",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "24340",
  "metro": {
    "cbsa_code": "24340",
    "common_name": "Grand Rapids",
    "msa_name": "Grand Rapids-Wyoming-Kentwood, MI",
    "path": "/advisors/mi/grand-rapids"
  },
  "registration_type": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2025-08-07",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://chartercapitalpartners.com",
    "https://chartergrowthcapital.com",
    "https://linkedin.com/company/charter-growth-capital",
    "https://linkedin.com/company/chartercapitalpartners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/155417",
  "city_as_filed": "GRAND RAPIDS",
  "url": "https://advisorcensus.com/firm/charter-private-capital-management-llc-grand-rapids-mi-155417",
  "display_name": "Charter Private Capital Management, LLC",
  "summary": "Charter Private Capital Management, LLC is an exempt reporting adviser in Grand Rapids, MI, filing reports since 2025. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Charter Private Capital Management, LLC (CRD 155417): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Charter Private Capital Management, LLC located?",
      "a": "Charter Private Capital Management, LLC's principal office is in Grand Rapids, MI, according to its Form ADV."
    },
    {
      "q": "How does Charter Private Capital Management, LLC report to regulators?",
      "a": "Charter Private Capital Management, LLC is an exempt reporting adviser, filing reports since 2025. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 155417."
    },
    {
      "q": "Does Charter Private Capital Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/155417"
    },
    {
      "q": "What changed in Charter Private Capital Management, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Added the business name Charter Capital. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-08-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Added the business name Charter Capital.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/charter-private-capital-management-llc-grand-rapids-mi-155417.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/155417",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}