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David Katz

Managing Director at Charlesbank Capital Partners

Officer record from the firm’s Form ADVForm ADV filed 21 August 2026

David Katz is Managing Director of Charlesbank Capital Partners, LLC, a Boston investment adviser.

Role at Charlesbank Capital Partners

Title on Schedule A
Managing Director
Control
David Katz is a control person of Charlesbank Capital Partners.
Ownership
An individual ownership band is not available in the source record.
Tenure
David Katz has held the filed role since July 2021.

The firm

Charlesbank Capital Partners, LLC
Boston, MA

Form ADV filed 21 August 2026

$21.1B AUM50 clients88 advisers2 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for David Katz is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
David Katz
CRD
4817705
Firm
Charlesbank Capital Partners, LLC
Record basis
Form ADV officer listing
Firm bio
charlesbank.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

David Katz co-heads Charlesbank’s private equity strategy and leads its Business & Consumer Services sector team. The firm says he previously worked at Bain Capital Private Equity and McKinsey & Company. Official firm biography

Education

Common questions

Where does David Katz work?

David Katz has been Managing Director of Charlesbank Capital Partners, LLC since July 2021, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 21 August 2026

Leadership at Charlesbank Capital Partners

Sources

  1. IAPD individual lookup, CRD 4817705. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Charlesbank Capital Partners, LLC, filed 21 August 2026. Title, control and ownership bands.
  3. Charlesbank Capital Partners team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with David Katz or Charlesbank Capital Partners, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.