Charlesbank Capital Partners, LLC

RIASEC RegisteredEst. 2012
Total AUM
$21.1B
Discretionary
$21.1B
100% of AUM
Avg account
$421M
Accounts
50
Employees
162
Advisory reps
17

Firm details

Headquarters
Boston, Massachusetts
CRD number
160256
Registered since
March 8, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Charlesbank Capital Partners, LLC is structured as a limited liability company and operates as a private equity fund manager serving institutional clients. The firm is SEC-registered (since 2012) and focuses on portfolio management for pooled investment vehicles, including acting as a sponsor and general partner or managing member of those vehicles. Fee arrangements include a percentage-of-AUM component alongside performance-based fees and other fee lines. The firm reports being an active ESG investor and does not present itself as a capital allocator to third‑party managers.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • Kevin Whelan

    Kevin Whelan

    Chief Financial OfficerCRD 5929550

  • Joshua Klevens

    Joshua Klevens

    Managing Director and Chief Operating OfficerCRD 6016656

  • Michael Treisman

    Michael Treisman

    Managing Director, Chief Compliance OfficerCRD 5042660

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Contacts

3 of 12
  • Andrew Janower

    Andrew Janower

    Managing DirectorCRD 6016627

  • Humberto Duarte

    Managing DirectorCRD 5153966

  • Samuel Bartlett

    Samuel Bartlett

    Senior AdvisorCRD 6016653

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth