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 organized as a private equity fund manager that advises pooled investment vehicles for an institutional client base. The firm is SEC-registered (registered in 2012) and identifies as an active ESG investor. Its advisory work centers on portfolio management for pooled vehicles and it operates in roles typical of a sponsor and general partner, serving as managing member of the funds it runs. Fee arrangements include percentage-of-AUM charges as well as performance-based fees and other fee components.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
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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