Charter Private Capital Management (CPCM) manages pooled investment funds, including venture capital, mezzanine funds, and special purpose entities (SPEs). CPCM sources, vets, and conducts due diligence on potential investments for its blind pool funds. For SPEs, CPCM provides administrative management services, including processing investments, overseeing financial statement preparation, and handling investor relations.
Assets Under Management$120M
Clients18
Advisors1
Avg. per Client$6.4M
Avg. per Advisor$120M
Fee Structure
Investment management only (planning not offered)
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.
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