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CHARLESBANK CAPITAL PARTNERS, LLC

Business and Investment Profile

The CHARLESBANK CAPITAL PARTNERS, LLC is a privately held investment adviser that advises $21.29Bn in regulatory assets under management held in 2 SEC fund types across 3 investment strategies. CHARLESBANK CAPITAL PARTNERS, LLC is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 94.15% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 14.41 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 200 CLARENDON STREET 54TH FLOOR, BOSTON, MASSACHUSETTS. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.

Employee Profile

They have 162 employees comprised of 88 investment and 74 non-investment staff. The total number of Employees increased by 74.19% over the last 5-years.

Asset Profile

Their $21.29Bn in assets advised are owned by 50 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $21.29Bn or 100% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Traditional LBO, FI/Credit - Lending and FI/Credit - Diverse, representing 82.38%, 13.79% and 3.83% of total assets, respectively.

Client Profile

They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).

Service Provider Profile

The Group uses 2 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 3 Custodians and 2 Marketers. It does not report a third-party Fund Administrator in 18 private funds with $5.38Bn in assets.

Fee Profile

The Group discloses management fees and performance-based fees.

Sub-Advisers

CHARLESBANK CAPITAL PARTNERS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: CHARLESBANK CAPITAL PARTNERS, LLC

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Keywords: Charlesbank Capital Partners, Charlesbank
Generated 2026-09-12T06:47:57.2680415.  © 2026 Convergence.