Clients
Charlesbank Capital Partners serves 50 clients. The average client has about $421 million with the firm.
- Pooled investment vehicles50 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 50 | $21,060,828,047 | 100.0% | $421.2M |
| Total | 50 | $21,060,828,047 | 100% | $421.2M |
- Clients
- 50
- Regulatory AUM
- $21,060,828,047
- Share
- 100.0%
- Avg. per client
- $421.2M
Total
- Clients
- 50
- Regulatory AUM
- $21,060,828,047
- Share
- 100%
- Avg. per client
- $421.2M
What it does
Charlesbank Capital Partners provides portfolio management for pooled vehicles. It is paid through a percentage of assets, performance-based fees and other arrangements.
Charlesbank Capital Partners advises 50 private funds.
100.0% of assets ($21.06B across 50 accounts) are managed with discretion. 4% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Custodians
Charlesbank Capital Partners has custody of client assets.
- All other custodians$21.06B100%
Ownership and leadership
Charlesbank Capital Partners, Limited Partnership owns 75% or more of Charlesbank Capital Partners.
- Owns 75% or more of Charlesbank Capital Partners, LLC
Charlesbank Capital Partners, Limited Partnership
Control person · since December 2009
Charlesbank Capital Partners GP, LLC
General partner · Control person · since December 2009
Sandor Hau
Trustee/elected manager · Control person · since August 2026
Brandon White
Trustee/elected manager · Control person · since August 2026
Leadership
- Kevin WhelanChief Financial Officer & Managing Director
- Joshua KlevensManaging Director & Chief Operating Officer
- Lauren WalshChief Compliance Officer
- Samuel BartlettManaging Director
- John CarrollManaging Director
- Michael ChoeManaging Partner Emeritus
- Humberto DuarteManaging Director
- John FlanneryManaging Director
- Sandor HauManaging Partner
- Matthew JacobsonManaging Director
- Andrew JanowerManaging Director
- David KatzManaging Director
- John KeeneyManaging Director
- Michael TreismanManaging Director & General Counsel
- Pedro VazManaging Director
- Brandon WhiteManaging Partner
- Carolyn WintnerManaging Director
Staff
- 162 employees
- 88 in advisory functions
Fees
Charlesbank Capital Partners is paid through a percentage of assets under management, performance-based fees and other.
Charlesbank Capital Partners’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Charlesbank Capital Partners has 1 office, with 2 listed addresses across 2 states.
Massachusetts · 1 listed address
- 200 Clarendon Street, 54th Floor, BostonHQ
New York · 1 listed address
- 575 5th Avenue, 36th Floor, New York
Registration details
- Legal name
- Charlesbank Capital Partners, LLC
- Headquarters
- 200 Clarendon Street, 54th Floor, Boston, MA 02116-5073
- Phone
- 617-619-5400
- Website
- www.charlesbank.com
- SEC file
- 801-73437
- Structure
- Massachusetts LLC
- Fiscal year end
- December
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. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Charlesbank Capital Partners have?
Charlesbank Capital Partners has 50 clients and manages $21.1 billion for them, as of August 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 August 2026
What services does Charlesbank Capital Partners offer?
Charlesbank Capital Partners provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Charlesbank Capital Partners have?
Charlesbank Capital Partners has 0 investment adviser representatives registered with state securities authorities, out of 162 employees, and 88 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Charlesbank Capital Partners?
Charlesbank Capital Partners’ direct owner is Charlesbank Capital Partners, Limited Partnership (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 21 August 2026
How does Charlesbank Capital Partners get paid?
Charlesbank Capital Partners is paid through a percentage of assets under management, performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file