Falists
← Back to search

CHARLESBANK CAPITAL PARTNERS, LLC

CRD 160256 · SEC 801-73437

Visit website

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

TypeClientsAUM
Pooled investment vehicles50$21.06B

States served

MA, NY

All web addresses on file

Official SEC filing: View on IAPD