# Charter-Swift, LLC — Form D

Charter-Swift, LLC of GRAND RAPIDS, MI, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2018-11-13. The offering totals $1.0M, of which $757K was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2018-11-13
- Form: D
- Accession: 0001736749-18-000018
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.1
- Total offering: $1.0M
- Amount sold: $757K
- Remaining: $243K
- Investors: 19
- Date of first sale: 2018-10-31
- Security types: equity, fund interests
- Revenue range: Decline to Disclose
- SEC file number: 021-325647

## Issuer

- Name: Charter-Swift, LLC
- CIK: 0001758837
- Entity type: Limited Liability Company
- Jurisdiction: MICHIGAN
- Incorporated: 2018
- Address: 140 MONROE CENTER NW, GRAND RAPIDS, MI, 49503
- Phone: (616) 235-3555

## Officers, directors & promoters (6)

| Name | Role | Location |
| --- | --- | --- |
| N/A NA Charter Private Capital Management, Inc. | Director | Grand Rapids, MI |
| N/A NA Charter Private Capital Management, Inc. | Executive Officer | Grand Rapids, MI |
| Dale NA Grogan | Executive Officer | Grand Rapids, MI |
| John NA Kerschen | Executive Officer | Grand Rapids, MI |
| Dale NA Grogan | Promoter | Grand Rapids, MI |
| John NA Kerschen | Promoter | Grand Rapids, MI |

## More

- [CIK 1758837 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1758837&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001736749-18-000018.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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