Charlesbank Capital Partners, LLC

Charlesbank Capital Partners, LLC (CRD# 160256) is a financial advisory firm headquartered in Boston, MA. They manage $17,652,151,969 in 47 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
200 Clarendon Street, 54th Floor, Boston, MA 02116
https://www.linkedin.com/company/charlesbank-capital-partners/
By the Numbers
  • Total Assets Under Management
    17,652
    MILLION
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $375,577,701
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NY

Financial Advisors at Charlesbank Capital Partners, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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