Charlesbank Capital Partners, LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 160256
- Registered since
- March 8, 2012
- Website
- www.charlesbank.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Charlesbank Capital Partners, LLC is structured as a limited liability company and operates as a private equity fund manager serving institutional clients. The firm is SEC-registered (since 2012) and focuses on portfolio management for pooled investment vehicles, including acting as a sponsor and general partner or managing member of those vehicles. Fee arrangements include a percentage-of-AUM component alongside performance-based fees and other fee lines. The firm reports being an active ESG investor and does not present itself as a capital allocator to third‑party managers.
Assets & Accounts
Investments & Alternatives
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
3 of 5
Kevin Whelan
Chief Financial OfficerCRD 5929550

Joshua Klevens
Managing Director and Chief Operating OfficerCRD 6016656

Michael Treisman
Managing Director, Chief Compliance OfficerCRD 5042660
Contacts
3 of 12
Andrew Janower
Managing DirectorCRD 6016627
Humberto Duarte
Managing DirectorCRD 5153966

Samuel Bartlett
Senior AdvisorCRD 6016653
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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