Ledger.
Investor · Minnetonka, MN

Charles Maxwell

Open Charles in the network graph →
Filings
9
SEC Form D
Connections
31
co-filers
Capital
across filings
Active
Jan 2019
to Aug 2024

Most-connected co-filers (31)

Jethro Goldsmith · Grand Cayman, Cayman Islands5 sharedMeristem Family Wealth, Llc · Minnetonka, MN4 sharedPatrick K. Regan · Minnetonka, MN4 sharedAndrew K. Ohman · Minnetonka, MN4 sharedJon K. Crow · Minnetonka, MN4 sharedTobin Heath · Los Angeles, CA4 sharedMeghan Klingenberg · Los Angeles, CA4 sharedEverett S. Collis · Los Angeles, CA4 sharedRoderick De Rode · SAN FRANCISCO, CA4 sharedJonathan Bumba · Austin, TX4 sharedFairbairn Carolyn · London, United Kingdom4 sharedMeristem Family Wealth, Llc · Minnetonka, MN4 sharedCurtis Mo · EAST PALO ALTO, CA4 sharedMatthew Akers · Issaquah, WA4 sharedJoseph Fahey · LOS ANGELES, CA3 sharedDonald W. Sackett · Woburn, MA3 sharedVincent Fitzsimmons · Dallas, TX3 sharedEric Tu · LOS ANGELES, CA3 sharedJeff E. Flohr · BELLEVUE, WA3 sharedAdam Miller · LOS ANGELES, CA3 sharedJared Prushansky · LOS ANGELES, CA3 sharedInvestment Advisor UBS Asset Management (Americas) Inc · Chicago, IL2 sharedScott P. Reinhart · HONG KONG, Hong Kong2 sharedHaitham Al-Beik · MARLBOROUGH, MA2 shared

Recent filings (9)

Balboa Retail Fund III, L.P.Aug 2024 · 8 co-filersBalboa Retail Fund III, L.P.Aug 2023 · 8 co-filersOpportunity Partners Private Equity Fund, LLCJan 2022 · 13 co-filersOpportunity Partners PE Co-Investment Fund I, LLCJun 2021 · 13 co-filersOpportunity Partners U.S. Capital Solutions Fund, LLCSep 2020 · 13 co-filersOpportunity Partners Litigation Finance Fund, LLCApr 2020 · 13 co-filersDock Square Sabre, LPJul 2019 · 7 co-filers$21.0MBALBOA RETAIL FUND II, L.P.Jan 2019 · 8 co-filersDock Square PMC, LPJan 2019 · 11 co-filers$25.0M

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