# Charter Private Capital Management, LLC

> 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.

- CRD: 155417
- Filed as: CHARTER PRIVATE CAPITAL MANAGEMENT, LLC
- Also doing business as: CHARTER CAPITAL, CHARTER CAPITAL PARTNERS, CHARTER GROWTH CAPITAL
- Reporting status: Exempt reporting adviser (status as filed: ERA - Active)
- Location: Grand Rapids, MI
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/155417
- AdvisorCensus page: https://advisorcensus.com/firm/charter-private-capital-management-llc-grand-rapids-mi-155417

## Quick answers

**Where is Charter Private Capital Management, LLC located?**
Charter Private Capital Management, LLC's principal office is in Grand Rapids, MI, according to its Form ADV.

**How does Charter Private Capital Management, LLC report to regulators?**
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.

**Does Charter Private Capital Management, LLC report any disciplinary disclosures?**
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

**What changed in Charter Private Capital Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Added the business name Charter Capital. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Firm details
- Reporting since: 2025 (1 year)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- chartercapitalpartners.com
- chartergrowthcapital.com
- LinkedIn @charter-growth-capital
- LinkedIn @chartercapitalpartners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | Not reported | Not reported | August 7, 2025 |
| October 2026 | Not reported | Not reported | March 31, 2026 |


## Changes in the filing (last 12 months)

### April 2026
- Added the business name Charter Capital.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Charter Private Capital Management, LLC (CRD 155417): Form ADV filing data as of October 2026.