Charlesbank Equity Fund IX, Limited Partnership
Private Equity FundFund ID 805-4306662421Massachusetts, United States
Gross assets
$2.94B
Min. investment
$5M
Beneficial owners
197
Size rank
Top 2%
Audited
Yes
Structure
Standalone
About this fund
Charlesbank Equity Fund IX, Limited Partnership is a private equity fund managed by Charlesbank Capital Partners, LLC. The fund reports $2.9 billion in gross assets, placing it among the top 2% of private funds by size. The stated minimum investment is $5 million. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.
Fund details
| Fund ID | 805-4306662421 |
| Fund type | Private Equity Fund |
| 3(c)(1) exclusion | No |
| 3(c)(7) exclusion | Yes |
| Master fund | No |
| Feeder fund | No |
| Fund of funds | No |
| Relies on exemption from registration | Yes |
| Annual audit | Yes |
| Prepared per GAAP | Yes |
| Sub-advised | No |
| % of assets independently valued | 0% |
Other funds from this manager
| Fund | Type | Gross assets |
|---|---|---|
| Charlesbank Equity Fund X, Limited Partnership | Private Equity | $4.65B |
| Cb Equity Fund XI, LP | Private Equity | $1.62B |
| Cb Offshore Equity Fund X, Limited Partnership | Private Equity | $1.24B |
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Join to unlock · $37/moFrequently asked questions
How large is Charlesbank Equity Fund IX, Limited Partnership?
Charlesbank Equity Fund IX, Limited Partnership reports $2.9 billion in gross assets, among the top 2% of private funds by size.
What is the minimum investment for Charlesbank Equity Fund IX, Limited Partnership?
The stated minimum investment is $5 million.
Who manages Charlesbank Equity Fund IX, Limited Partnership?
Charlesbank Equity Fund IX, Limited Partnership is managed by Charlesbank Capital Partners, LLC.
Does Charlesbank Equity Fund IX, Limited Partnership disclose returns?
No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.
Manager
C
Boston, MA
Service providers
Reported gross assets
$2.94B▼ 10%
Feb '25Form ADV, monthlyJun '26
How this fund compares
Gross assetsTop 2%
Larger than 98% of 67,041 private funds
Gross assets vs Private Equity FundsTop 2%
Larger than 98% of 31,066 private equity funds
Minimum investmentTop 17%
Higher than 83% of funds reporting a minimum
Investor base
Adviser & related persons5%
Funds of funds31%
Non-U.S. persons1%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.