John Kerschen
John Kerschen is a registered investment advisor at Charter Private Capital Management, LLC, based in Grand Rapids, MI, with 14 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 18 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CPCM manages pooled investment funds and does not directly manage investments for individual investors. The firm's clients are primarily blind pool funds and special purpose entities.
Location
140 Monroe Center Nw, Suite 300, Grand Rapids, MI, 49503
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is involved in numerous investment-related activities, including serving as an owner, officer, or member-manager in various LLCs and funds, many of which perform investment advisory services through Charter Private Capital Management (CPCM). He also provides non-securities related M&A advisory services through The Charter Group, taking nearly full-time hours.
Employment History
Current Registrations
Charter Private Capital Management, LLC
Previous Registrations
M&a Securities Group, INC.Broker
Stillpoint Capital, LLCBroker
State Registrations1 state
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