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Charlesbank Capital Partners, LLC

● SEC registered since 2012CRD 160256SEC# 801-73437Boston, MA
Export (members)
Ranks #542 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$21.06B
Fund GAV
$21.29B
Private funds
50
Employees
162
Accounts
50
Location
Boston, MA

Charlesbank Capital Partners, LLC assets under management

Charlesbank Capital Partners, LLC is an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2012. It reports $21.1 billion in regulatory assets under management and employs 162 people. Charlesbank Capital Partners, LLC manages 50 private funds with combined gross assets of $21.3 billion, including Charlesbank Equity Fund X, Limited Partnership. By regulatory assets, it ranks 542 of 6,004 private fund managers.

Charlesbank Capital Partners, LLC private funds

50 funds · $21.29B GAV
FundTypeGross assetsMin.
Charlesbank Equity Fund X, Limited PartnershipPrivate Equity$4.65B$5M
Charlesbank Equity Fund IX, Limited PartnershipPrivate Equity$2.94B$5M
Cb Equity Fund XI, LPPrivate Equity$1.62B$5M
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Charlesbank Capital Partners, LLC owners & executives

20 reported
NameTitleOwnershipSince
Andrew Seth Janower ControlManaging DirectorUnder 5%2002
Brandon Crawford White ControlManaging PartnerUnder 5%2006
Carolyn Sheehan Wintner ControlManaging DirectorUnder 5%2021
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Frequently asked questions

How much does Charlesbank Capital Partners, LLC manage?

Charlesbank Capital Partners, LLC reports $21.1 billion in regulatory assets under management on its Form ADV.

How many private funds does Charlesbank Capital Partners, LLC manage?

Charlesbank Capital Partners, LLC manages 50 private funds with combined gross assets of $21.3 billion.

How many employees does Charlesbank Capital Partners, LLC have?

Charlesbank Capital Partners, LLC reports 162 employees.

Where is Charlesbank Capital Partners, LLC located?

Charlesbank Capital Partners, LLC is based in Boston, MA and has been SEC-registered since 2012.

Does Charlesbank Capital Partners, LLC disclose fund performance?

Charlesbank Capital Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address200 Clarendon Street, 54th Floor, Boston, MA 02116-5073
Phone617-619-5400
Fax617-619-5404
Office hours8:00 a.m. - 6:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Regulatory AUM

$21.06B▲ 19%
Feb '25 — $17.65BMar '25 — $19.8BApr '25 — $19.8BMay '25 — $19.8BJun '25 — $19.8BJul '25 — $19.8BAug '25 — $19.8BSep '25 — $19.8BOct '25 — $19.8BNov '25 — $19.8BDec '25 — $19.8BJan '26 — $19.8BFeb '26 — $19.8BMar '26 — $21.06BApr '26 — $21.06BMay '26 — $21.06BJun '26 — $21.06B
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 5%
Larger than 95% of 16,271 advisers
AUM vs fund managersTop 9%
Larger than 91% of 6,004 private-fund managers
Number of fundsTop 4%
More funds than 96% of fund managers
EmployeesTop 5%
More than 95% of 16,825 advisers

Assets under management

$21.06Bregulatory AUM
Discretionary $21.06B

Fund type mix

Private Equity31
Other Private19