AltMountain

Charter Stone House LLC

Emerging

Charter Stone House LLC is a private equity fund based in Grand Rapids, Michigan. According to its most recent Form D, filed Jul 1, 2025, it has sold $6,500,000 of interests to 35 investors since its first sale in May 2025. The minimum investment it accepts from an outside investor is $100,000. The offering uses Rule 506(b), which does not permit general solicitation. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Hector Bultyncic; Michael Palm; Charter Private Capital Management.

Total raised
$6,500,000Cumulative sales reported on Form D
Investors
35
First sale
May 30, 2025
Minimum investment
$100,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Hector Bultyncic; Michael Palm; Charter Private Capital Management
Latest Form D
Jul 1, 2025

From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction

Questions about Charter Stone House LLC

What is the minimum investment for Charter Stone House LLC?

According to its latest Form D, filed Jul 1, 2025, the minimum investment Charter Stone House LLC accepts from an outside investor is $100,000.

Who can invest in Charter Stone House LLC?

Charter Stone House LLC is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.

How much has Charter Stone House LLC raised?

Charter Stone House LLC reports $6,500,000 sold from 35 investors on its Form D filed Jul 1, 2025. This is cumulative sales since the offering began, not current assets or performance.

Where is Charter Stone House LLC based?

Charter Stone House LLC is based in Grand Rapids, Michigan and is managed by Charter Private Capital Management, LLC.

When did Charter Stone House LLC launch?

Charter Stone House LLC reports its first sale in May 2025, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).

Size compared with every private equity fund

Raised more than 62% of the 89 private equity funds based in Michigan, and more than 38% of all 9,142 that report sales.

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