Ledger.
Investor · Minnetonka, MN

Charles J. Maxwell, Jr

Open Charles in the network graph →
Filings
17
SEC Form D
Connections
51
co-filers
Capital
$829.7M
across filings
Active
Oct 2018
to Mar 2026

Most-connected co-filers (51)

Curtis Mo · EAST PALO ALTO, CA6 sharedAndrew K. Ohman · Minnetonka, MN6 sharedEverett S. Collis · Los Angeles, CA6 sharedBrendan O'Brien · Jericho, NY6 sharedPatrick K. Regan · Minnetonka, MN6 sharedCarey J. Kirkpatrick · UNIONDALE, NY6 sharedJon K. Crow · Minnetonka, MN6 sharedMeghan Klingenberg · Los Angeles, CA6 sharedPaige N. Craig · Inlet Beach, FL6 sharedMeristem Family Wealth, Llc · Minnetonka, MN6 sharedMeristem Family Wealth, Llc · Minnetonka, MN6 sharedRoderick De Rode · SAN FRANCISCO, CA6 sharedMatthew Akers · Issaquah, WA6 sharedTobin Heath · Los Angeles, CA6 sharedChristopher A. Pucillo · New York, NY6 sharedTina H. Kodama · LOS ANGELES, CA4 sharedGeoff Price · Chicago, IL4 sharedMichael Pykosz · Chicago, IL4 sharedGregg Michaelson · Princeton, NJ4 sharedSrdjan Vukovic · Chicago, IL4 sharedEdward Bergmark · Chicago, IL4 sharedMaria Roberti · Boca Raton, FL4 sharedMichael Miele · Plainsboro, NJ4 sharedGriffin Myers · Chicago, IL4 shared

Recent filings (17)

Gold Coast Multi-Asset Fund, L.P.Mar 2026Gold Coast Multi-Asset Fund, L.P.Mar 2025 · 2 co-filersGold Coast Multi-Asset Fund, L.P.Mar 2024 · 2 co-filersGold Coast Multi-Asset Fund, L.P.Mar 2023 · 2 co-filersGold Coast Multi-Asset Fund, L.P.Mar 2022 · 2 co-filersMeristem Global Equity Fund LLCJan 2022 · 13 co-filersMeristem High Yield Municipal Fund, LLCJan 2022 · 13 co-filersMeristem Global Equity Fund LLCJan 2021 · 13 co-filersMeristem High Yield Municipal Fund, LLCJan 2021 · 13 co-filersGold Coast Multi-Asset Fund, L.P.Jan 2021 · 2 co-filersMeristem High Yield Municipal Fund, LLCJan 2020 · 13 co-filersMeristem Global Equity Fund LLCJan 2020 · 13 co-filersOak Street Health, LLCMay 2019 · 33 co-filers$1.5MGold Coast Multi-Asset Fund, L.P.Oct 2018 · 2 co-filersOak Street Health, LLCOct 2018 · 35 co-filers$50.0MOak Street Health, LLCOct 2018 · 35 co-filers$43.9MOak Street Health, LLCOct 2018 · 35 co-filers$65.0M

Derived from public SEC Form D (Reg D) filings; entities resolved probabilistically. See Charles in the interactive graph →