CHARTER PRIVATE CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2025
Total AUM
$134M
Discretionary
$20M
15% of AUM
Avg account
$8.4M
Accounts
16
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • JOHN KERSCHEN

    President and Managing PartnerCRD 5856260

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth