Charter Capital Partners - aVenture Asset Manager Research
Location
Grand Rapids, MI, US
Founded
1989
Charter Capital Partners, founded in 1989 and headquartered in Grand Rapids, Michigan, is a premier investment banking firm specializing in a comprehensive range of advisory services. Their focus includes buy-side and sell-side M&A, succession planning, business valuation, and capital raising. Charter also manages numerous venture capital funds and private investment vehicles through their Registered Investment Adviser (RIA) arm. They typically engage in later-stage investments such as Series C and Series D rounds.
Notable portfolio companies include Trice Medical and Vestaron, both having raised significant capital in their respective Series C and D rounds. The firm's key partners and decision-makers bring extensive experience and a hands-on approach to their advisory services. Charter Capital Partners emphasizes integrity, excellence, and an entrepreneurial spirit in all their endeavors, providing personalized value-add services to help portfolio companies achieve their strategic goals.
Charter Capital Partners - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Portfolio Companies2
Current Portfolio Count2
Top Investment Stages
Series C1 (50.0%)
Series D1 (50.0%)
Stage Mix
Series C 50%Series D 50%
Concentration shown as share of disclosed investments by stage.