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 a private equity manager organized as a limited liability company and registered with the SEC since 2012. The firm serves institutional clients and acts primarily as sponsor and advisor to pooled investment vehicles, functioning in roles such as general partner and managing member. Its reported fee mix includes asset-based fees and performance-linked fees. The firm identifies itself as an active ESG investor and is not positioned as a capital allocator or fund-of-funds manager.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 5
  • Michael Treisman

    Michael Treisman

    Managing Director, Chief Compliance OfficerCRD 5042660

  • Kevin Whelan

    Kevin Whelan

    Chief Financial OfficerCRD 5929550

  • Michael Choe

    Michael Choe

    Managing Director, Chief Executive OfficerCRD 6016634

Unlock 2 more executives

Contacts

3 of 12
  • Andrew Janower

    Andrew Janower

    Managing DirectorCRD 6016627

  • Brandon White

    Brandon White

    Managing DirectorCRD 6016642

  • Samuel Bartlett

    Samuel Bartlett

    Senior AdvisorCRD 6016653

Unlock 9 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth