Charlesbridge Advisors
Firm details
- Headquarters
- Dedham, Massachusetts
- CRD number
- 341159
- Registered since
- May 12, 2026
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Charlesbridge Advisors is a limited liability company that registered with the SEC in 2026 and is described as a newly formed adviser. Ownership is listed as a mix of a domestic entity and an individual. The firm offers financial planning and portfolio management services for individuals, small businesses, and institutions, and charges a combination of percentage-of-AUM and fixed fees. It is not characterized as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. Industry affiliation is noted with a banking or thrift institution.
Assets & Accounts
Location & Offices
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
2 of 2
Kathryn Hersey
Chief Investment OfficerCRD 8243134
Robert Boon
Chief Compliance OfficerCRD 2204796
Contacts
2 of 2
John Muse
Senior Wealth AdvisorCRD 1632621
Liam McManus
Investment AdvisorCRD 7651161
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dedham, MA
Norfolk
Location
Dedham, MA
Headquartered in Dedham, 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
- Norfolk
- Address
- 888 Washington St
- Time zone
- ET (UTC-5)
- Office locations
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