JK
John R. Kerschen
CHARTER PRIVATE CAPITAL MANAGEMENT
Grand Rapids, MI 49503
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CRD#: 5856260
JK
Professional summary
John Richard Kerschen is a registered financial advisor currently at CHARTER PRIVATE CAPITAL MANAGEMENT, LLC located in Grand Rapids, Michigan and M&A SECURITIES GROUP, INC. located in Grand Rapids, Michigan.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. John has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 62 and Series 79 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)Hastings Mut Ins Co, Board Director duties. 2) JJC Capital LLC, 140 Monroe Ctr. NW, Grand Rapids, MI. Owner, LLC used to invest in private companies. 3) Michigan Accelerator Fund I, LP and Michigan Accelerator Fund I Management LLC, Owner, Officer and GP, VC Fund. 4) Charter Private Capital Management, LLC (CPCM), Grand Rapids, MI, Officer and owner, provides Fund mngt services. 5) GRAM Acquisition LLC & GRAM Acquisition 2.0 LLC, Indianapolis, IN, Officer and owner, LLC used to invest in private companies. 6) The Charter Investment Group, LLC (dba The Charter Group), 140 Monroe Ctr. NW, Grand Rapids, MI. Non-securities related M&A advisory services. 100-200 hours/mo. Compensated by salary and distributions. 7) 4/2016 to present. MAF Opportunity Fund, 140 Monroe Center NW, Grand Rapids, MI. Investment related. Under an Advisory Agreement between CPCM, a MI state registered RIA firm, and Michigan Accelerator Fund 1 Management, LLC (GP to the Fund). I provide advisory and management services to the Fund. 8) Member-Manager of Rimguard Holdings, LLC. Perform investment advisory services through CPCM. 9) GP and Manager Charter Growth Capital Fund, LP; Growth Capital Management, LLC. Perform investment advisory services through CPCM. 10) Member-Manager of Charter-ASI, LLC and Charter ASI 2.0. 11/2018-present. Perform investment advisory services through CPCM 11) Member-Manager Henrickson-Nauta Venture Fund 1 LP. 12/2017-present. Perform investment advisory services through CPCM. 12) Member-Manager Charter Vestaron LLC. 7/2019-present. Perform investment advisory services through CPCM. 13) Member-Manager Charter-HN Spirits Fund LLC. 12/2019-present. Perform investment advisory services through CPCM. 14) Member-Manager Charter-Papa's Fund LLC, 8/2020-present. Perform investment advisory services through CPCM.15) Ablative Solutions, Inc., Board member representing MI Accelerator Fund I, MAF Opportunity Fund, Charter-ASI, LLC and Charter-ASI 2, LLC; 2/2021-present;1-5 hours/mo. 16) Member-Manager Charter-SOC2 LLC, 5/2021-present. Perform investment advisory services through CPCM. 17) Member-Manager CGCF Co-investment Vehicle I LLC, 12/21-present. Perform investment advisory services through CPCM. 18) Member-Manager Charter Vestaron II LLC. 3/2022-present. Perform investment advisory services through CPCM. 19) Member-Manager Charter-Papa's Fund II LLC. 9/2022-present. Perform investment advisory services through CPCM. 20) Member-Manager Charter-SOC2 Co-investment Fund I LLC. 10/2022-present. Perform investment advisory services through CPCM. 21) Member-Manager Charter PE Holdings LLC. 10/2022-present. Passive investment holding company. 22) Member-manager CCRE Holdings LLC. 12/21-present. Passive investment R.E. holding company. 23) Member-Manager Charter-ASI 3 LLC. 3/2023-present. Perform investment advisory services through CPCM. 24) Member-manager Charter Growth Capital Fund II, LP, member Investment Committee. 8/2023-present. Perform investment advisory services through CPCM, a MI RIA. 25) Board Member Flow-Rite Controls. 08/2023-present. Perform standard duties required of board member, 1 hour/month. 26) Manager of Charter Stone House LLC. 07/2025-present. Fundraising and portfolio company oversight.
CRS (Client Relationship Summary) - RIA
Click below to view John Richard Kerschen's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 13, 2016 - Present
CHARTER PRIVATE CAPITAL MANAGEMENT, LLC
Office #1: 140 Monroe Center Nw Suite 300, Grand Rapids, MI 49503RIA
CRD#: 155417
Grand Rapids, MI
Current
April 1, 2014 - Present
M&A SECURITIES GROUP, INC.
Office #1: 140 Monroe Center Nw, Suite 300, Grand Rapids, MI 49503BD
CRD#: 39999
Grand Rapids, MI
Past
July 12, 2011 - January 24, 2014
STILLPOINT CAPITAL, LLC
BD
CRD#: 133146
TAMPA, FL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Michigan(4/1/2014)
IAR
Michigan(4/13/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 3/4/2013
Corporate Securities Limited Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CP
CHARTER PRIVATE CAPITAL MANAGEMENT, LLC
CHARTER CAPITAL PARTNERS | CHARTER PRIVATE CAPITAL MANAGEMENT, LLC | CHARTER PRIVATE CAPITAL MANAGEMENT, INC. | CHARTER GROWTH CAPITAL | CHARTER CAPITAL PARTNERS, LLC
CRD#: 155417 / SEC#: 802-134305
Michigan
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Contact information
Main Address
140 Monroe Center Nw Suite 300, Grand Rapids, MI 49503
Mailing Address
Phone number
(616) 235-3555
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 18 |
| AUM (Assets Under Management) | $ 116,000,000 |
Exempt reporting advisers
Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.
| SEC / JURISDICTION | REPORTING STATUS | EFFECTIVE DATE |
|---|---|---|
| SEC | ERA - Active | 8/7/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CHARTER PRIVATE CAPITAL MANAGEMENT, LLC
CRD#: 155417Grand Rapids, MI 49503TRUST BUT VERIFY
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