CHARLESBANK CAPITAL PARTNERS, LLC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 160256
- Registered since
- March 8, 2012
- Website
- www.charlesbank.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Charlesbank Capital Partners, LLC operates as a private equity investment manager and sponsor organized as a limited liability company and registered with the SEC in 2012. The firm serves institutional clients and acts as adviser and managing member for pooled investment vehicles, taking GP and sponsor roles on funds it manages. Its fee arrangements include asset-based charges and performance-linked fees. The firm reports active incorporation of ESG considerations into its investment process and is structured to invest directly through private funds rather than acting as a third-party capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4KEVIN WHELAN
Chief Financial OfficerCRD 5929550
JOSHUA KLEVENS
Managing Director and Chief Operating OfficerCRD 6016656
MICHAEL TREISMAN
Managing Director, Chief Compliance OfficerCRD 5042660
Contacts
3 of 12ANDREW JANOWER
Managing DirectorCRD 6016627
HUMBERTO DUARTE
Managing DirectorCRD 5153966
SAMUEL BARTLETT
Senior AdvisorCRD 6016653
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 200 Clarendon St
- Time zone
- ET (UTC-5)
- Office locations
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