Charter-SOC 2, LLC — Form D
Charter-SOC 2, LLC of GRAND RAPIDS, MI, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2021-06-28. The offering totals $2.0M, of which $1.3M was reported sold. Industry: Pooled Investment Fund.
Offering
- Filed: 2021-06-28
- Form: D
- Accession: 0001869732-21-000001
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.1
- Total offering: $2.0M
- Amount sold: $1.3M
- Remaining: $712K
- Minimum investment: $5K
- Investors: 22
- Date of first sale: 2021-06-16
- Security types: equity, fund interests
- Revenue range: Decline to Disclose
- SEC file number: 021-404383
Issuer
- Name: Charter-SOC 2, LLC
- CIK: 0001869732
- Entity type: Limited Liability Company
- Jurisdiction: MICHIGAN
- Incorporated: 2021
- Address: 140 MONROE CENTER NW, GRAND RAPIDS, MI, 49503
- Phone: 616-235-3555
Officers, directors & promoters (6)
| Name | Role | Location |
|---|
| N/A Charter Private Capital Management, Inc. | Director | GRAND RAPIDS, MI |
| N/A Charter Private Capital Management, Inc. | Executive Officer | GRAND RAPIDS, MI |
| John Kerschen | Executive Officer | Grand Rapids, MI |
| Michael Palm | Executive Officer | Grand Rapids, MI |
| John Kerschen | Promoter | Grand Rapids, MI |
| Michael Palm | Promoter | Grand Rapids, MI |
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