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
16

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 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

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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 4
  • KEVIN WHELAN

    Chief Financial OfficerCRD 5929550

  • JOSHUA KLEVENS

    Managing Director and Chief Operating OfficerCRD 6016656

  • MICHAEL TREISMAN

    Managing Director, Chief Compliance OfficerCRD 5042660

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Contacts

3 of 12
  • ANDREW JANOWER

    Managing DirectorCRD 6016627

  • HUMBERTO DUARTE

    Managing DirectorCRD 5153966

  • 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