FormDSignal
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Charleston Harbor Concentrated SMID-Cap, LP updates its Form D — $3.4M sold

Fund raise update · Hedge fund · Open-ended · MOUNT PLEASANT, SC · Form D/A filed 2026-09-15 · all Charleston Harbor Concentrated vehicles · Follow Charleston Harbor Concentrated →
Capital closing now

How this compares

  • Across 174 hedge fund sponsors with more than one launch on EDGAR, the median gap between consecutive funds is 7 months.
  • This is the sponsor's 2nd fund launch on EDGAR; the previous one, Charleston Harbor Concentrated SMID-Cap, LP, was filed 12 months earlier.

Computed from every Form D fund launch on EDGAR since late 2024, not sampled. Amounts are the stated offering size; indefinite offerings are excluded.

Raise progress

Sold rose from $600K to $3.4M (+$2.8M, +5 investors) in 356 days since the previous filing.

FiledFormSoldInvestorsChange
2025-09-24D$600K2
2026-09-15D/A$3.4M7+$2.8M

Amount sold and investor count as restated on each of the issuer's Form D filings. A rise since the previous filing is capital closed in between.

Charleston Harbor Concentrated on EDGAR

Earlier and related filings by the same issuer and sponsor. All Charleston Harbor Concentrated vehicles →

Registered adviser

possible match

CHARLESTON EQUITY PARTNERS, LLC

Registration
state-registered adviser · since 2019-04-18
Regulatory AUM
$8M
Employees
4
Private funds on Form ADV
Yes
Office
Charleston, SC

Website and main-office phone from Form ADV. Subscribe to unlock

Incumbent service providers

Schedule D for this adviser has not been read yet; it is queued.

Other Form D filings by this adviser

1 other filing on EDGAR under this adviser, with size, strategy and date. Subscribe to unlock

People on the filing

n/a n/a Charleston Harbor Capital LLCPromoter
Steven WerberExecutive Officer, Promoter

[email protected] · observed Work emails for the people on the filing, where the firm publishes or patterns them, labelled by confidence — subscribers

Signed by Steven Werber, Manager.

Why now — by persona

Relevant to: Fund audit & tax, Fund administrator, Placement agent / capital introduction, Custodian / prime broker.

Filing contact

The issuer's phone number and address from the filing are shown to subscribers. See plans.