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CHARLESBANK CAPITAL PARTNERS, LLC
CRD 160256 · SEC 801-73437
200 CLARENDON STREET, 54TH FLOOR, BOSTON, MA, 02116-5073, United States
Phone
617-619-5400
Fax
617-619-5404
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$21.06B
Discretionary AUM
$21.06B
Team
162 total employees; 88 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees; MONITORING FEES
Org form
Limited Liability Company
Filing date
2026-04-28
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 50 | $21.06B |
States served
MA, NY
All web addresses on file
Official SEC filing: View on IAPD