Madison Charleston Opportunity Fund IX, LLC
Built from the SEC filing index the day the filing landed. The figures below are the issuer's own from Form D; AltStreet's analysis, sponsor link and data flags follow when the entity is enriched.
Raised
$2M
Investors
5
Min Invest
$50,000
Is this your company or fund? Claim this page free, or verify it and carry the Verified Issuer mark.
What this filing shows
·Every sentence is a value as filed on SEC Form D
Madison Charleston Opportunity Fund IX, LLC is a Delaware limited liability company that filed a Form D with the SEC on December 20, 2023 in the Commercial industry group. The offering claims Rule 506(c) and covers equity. Madison Charleston Opportunity Fund IX, LLC reported $1,700,000 sold from 5 investors of a $4,600,000 total offering as of the Form D filed December 20, 2023. The offering relies on Rule 506(c), so the issuer may advertise it but may sell only to investors it has verified as accredited. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $50,000. The Form D names Ross Fredrick Brannon (CRD 5875036), associated with Coastal Equities, Inc.; Matthew Mitchell Chancey (CRD 5645874), associated with Coastal Equities, Inc. as recipients of sales compensation soliciting in CO, OK. The issuer's address of record is 6805 Carnegie Blvd., Suite 120, Charlotte, NC 28211.
Critical Disclosures
What the filings and the regulators have said about this entity that a reader should know first. Each line links to its source. The history, the same event across other issuers, and alerts are in the terminal.
Reporting lapsed · Form D · last filing December 20, 2023
Offering declared to continue beyond a year; annual amendment 13+ months overdue An issuer that stops filing is the case the going-concern flag cannot catch: the report that would have carried it was never filed.
EDGAR Filing Data
Form D — Primary Source
View on SEC.govFilings on Record
Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.
In the Terminal
Filing events
0
none on file
Critical / warning
0 / 0
0 watch · 0 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
1
dark
Fund family Part of the Madison Charleston Opportunity Fund family: 4 vehicles across 4 generations · full family and the filing behind each link in the terminal
Investor
- The full fund family and any related vehicles (parallel, feeder, successor, sibling series) with the filing that shows each link
- 1 offering timeline: velocity, share raised, first-sale lag, stalled flags
Pro
- This issuer against its cohort: rank by velocity and share raised among offerings filed the same quarter
- The same events, statements and NAV moves across every issuer, screenable, with unlimited watches and CSV
Counts and dates above are the free record. The values, the series and the comparisons are the seat. Loading your view…
Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
MCG Foundry Manager, LLC
Director, Promoter · Charlotte, NC
Manager and Member of the Company
Ryan Hanks
Executive Officer, Director · Charlotte, NC
Manager/CEO of Principal of the Manager
Joe F. Teague, Jr.
Executive Officer, Director · Charlotte, NC
President/COO of Principal of the Manager
Placement Agents and Sales Compensation (Form D)
Who the issuer reported paying to sell the securities (Form D Item 12), with the FINRA registration number the filer gave. Source: SEC.gov.
Ross Fredrick BrannonCRD 5875036 on BrokerCheck
Associated broker-dealer: Coastal Equities, Inc. (CRD 23769) · Tallahassee, FL · Soliciting in CO, OK
Matthew Mitchell ChanceyCRD 5645874 on BrokerCheck
Associated broker-dealer: Coastal Equities, Inc. (CRD 23769) · Wilmington, DE · Soliciting in FL, NC
Questions About Madison Charleston Opportunity Fund IX, LLC
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is Madison Charleston Opportunity Fund IX, LLC?
Madison Charleston Opportunity Fund IX, LLC is a Delaware limited liability company that filed a Form D with the SEC on December 20, 2023 in the Commercial industry group. The filing claims Rule 506(c) for an offering of equity.
Is Madison Charleston Opportunity Fund IX, LLC legit?
AltStreet does not rate legitimacy; it reports the public record. Madison Charleston Opportunity Fund IX, LLC filed a Form D with the SEC on December 20, 2023 claiming Rule 506(c). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $1,700,000 sold to 5 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.
Is Madison Charleston Opportunity Fund IX, LLC registered with or approved by the SEC?
No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that Madison Charleston Opportunity Fund IX, LLC claimed Rule 506(c) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.
How much has Madison Charleston Opportunity Fund IX, LLC raised?
Madison Charleston Opportunity Fund IX, LLC reported $1,700,000 sold from 5 investors of a $4,600,000 total offering as of the Form D filed December 20, 2023.
Who can invest in Madison Charleston Opportunity Fund IX, LLC?
The offering relies on Rule 506(c), so the issuer may advertise it but may sell only to investors it has verified as accredited. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $50,000.
What is the minimum investment in Madison Charleston Opportunity Fund IX, LLC?
The Form D lists $50,000 as the minimum investment accepted from any outside investor as of December 20, 2023. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling Madison Charleston Opportunity Fund IX, LLC and how are they paid?
The Form D names Ross Fredrick Brannon (CRD 5875036), associated with Coastal Equities, Inc.; Matthew Mitchell Chancey (CRD 5645874), associated with Coastal Equities, Inc. as recipients of sales compensation soliciting in CO, OK.
Who is behind Madison Charleston Opportunity Fund IX, LLC?
The Form D lists 3 related persons: MCG Foundry Manager, LLC, director, promoter (Manager and Member of the Company); Ryan Hanks, executive officer, director (Manager/CEO of Principal of the Manager); Joe F. Teague, Jr., executive officer, director (President/COO of Principal of the Manager). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is Madison Charleston Opportunity Fund IX, LLC located?
The issuer's address on its SEC filings is 6805 Carnegie Blvd., Suite 120, Charlotte, NC 28211. Its phone number of record is (800) 414-9638. It is organized under the laws of Delaware.
How long is the Madison Charleston Opportunity Fund IX, LLC offering open?
The issuer indicated that the offering is intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open, and no amendment is on record yet.
What is Madison Charleston Opportunity Fund IX, LLC's revenue?
The issuer declined to disclose its revenue range on the Form D, which the form permits.
Is this your company or fund?
Free claim: add your contact details, website, team and a description to this page. The filed facts stay as filed.
Verified Issuer, $480 a year: AltStreet checks the identity of your company and the authority of the person claiming it against your filings, confirms your contact details on a stated date and again at each renewal, and marks the page so people researching you find a current, attributed profile beside the public filing record. It is not a review of any offering.
Data Methodology
Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.