David L Katz
Managing DirectorCharlesbank Capital Partners, LLCCRD 4817705
About David L Katz
David L Katz is listed as Managing Director at Charlesbank Capital Partners, LLC in Boston, MA. Form ADV reports a beneficial ownership band of Under 5%. David L Katz is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Charlesbank Capital Partners, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does David L Katz work?
David L Katz is listed as Managing Director at Charlesbank Capital Partners, LLC on SEC Form ADV.
How much of Charlesbank Capital Partners, LLC does David L Katz own?
Form ADV reports a beneficial ownership band of Under 5%.
Charlesbank Capital Partners, LLC
| Title | Managing Director |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2021 |
Financial Planning Concepts of America, Inc.
| Title | Manager |
| Ownership | — |
| Control person | Yes |
| Since | 2020 |