Swan Charlie Opportunity Fund, LLC

Residential
Portage, Michigan
Filed Nov 2, 2026

Raising: $9,900,000
Sold so far: $0; 0% sold
Investors: 0
Average check: —; Sold ÷ investors
Minimum: $10,000
Sales commissions: $0; Issuer's estimate

In plain English

Swan Charlie Opportunity Fund, LLC, a residential real estate business based in Portage, Michigan, filed a Form D with the SEC on Nov 2, 2026 to raise $9.9 million. It hasn't reported any sales yet. The smallest investment it accepts from an outside investor is $10,000.

This filing doesn't claim a Rule 506 exemption; the filing on SEC EDGAR shows the exemption it relies on.

How it compares

Against the 594 real estate offerings filed Oct 6 – Nov 4, 2026.

This offeringMedian

Raise size$9.9M vs $7.7M median

Larger than 54% of the 460 offerings that set a size.

How much is sold0% sold vs 50% median

No sales reported yet, as of this filing.

Minimum investment$10,000 vs $50,000 median

Lower than 87% of the 427 offerings that stated a minimum.

Where the sponsor is based

The Michigan housing market

Typical home value $264KChange, 12 months 3.8%

Form D lists the issuer's principal place of business, not where its properties are. Home values for Sep 2026.

See Michigan market data

Filing details

File number: 021-603294
Latest filing: Form D, Nov 2, 2026
Accession number: 0002161540-26-000001
Entity type: Limited Liability Company
Industry group: Residential
Principal place of business: Portage, Michigan
Exemption claimed: No Rule 506 exemption
First sale: Not yet, or not reported

Timeline

Form D filed with the SEC
Nov 2, 2026
No sales reported yet
As reported Nov 2, 2026

Other recent filings from Michigan

All fund filings

This page summarizes a notice Swan Charlie Opportunity Fund, LLC filed with the SEC. Fidelis First is not affiliated with Swan Charlie Opportunity Fund, LLC, has not reviewed this offering and does not recommend it. Nothing here is an offer to sell or a solicitation of an offer to buy any security. Figures are as the issuer reported them on Nov 2, 2026 and may have changed since.

Sales commissions are the issuer's estimate for the whole offering, not amounts paid so far. Average check is derived: amount sold divided by number of investors. Issuers don't have to amend a Form D when sales or investor counts change, so these can lag.

Source: SEC EDGAR, Form D · As of Nov 2, 2026

Source: Data Provided by Zillow Group · As of Sep 2026