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 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
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
Michael Treisman
Managing Director, Chief Compliance OfficerCRD 5042660

Kevin Whelan
Chief Financial OfficerCRD 5929550

Michael Choe
Managing Director, Chief Executive OfficerCRD 6016634
Contacts
3 of 12
Andrew Janower
Managing DirectorCRD 6016627

Brandon White
Managing DirectorCRD 6016642

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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