# Charlesbank Capital Partners, LLC

> Charlesbank Capital Partners, LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 21, 2026.

- CRD: 160256
- Filed as: CHARLESBANK CAPITAL PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: August 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160256
- AdvisorCensus page: https://advisorcensus.com/firm/charlesbank-capital-partners-llc-boston-ma-160256

## Quick answers

**How is Charlesbank Capital Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Charlesbank Capital Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.

**Where is Charlesbank Capital Partners, LLC located?**
Charlesbank Capital Partners, LLC's principal office is in Boston, MA, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Charlesbank Capital Partners, LLC registered with the SEC or a state?**
Charlesbank Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160256.

**How much does Charlesbank Capital Partners, LLC manage?**
Charlesbank Capital Partners, LLC reports $21,060,828,047 in regulatory assets under management in its Form ADV filing dated August 21, 2026 (100% discretionary).

**How have Charlesbank Capital Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Charlesbank Capital Partners, LLC: Regulatory assets under management: $10,963,527,330 in the October 2021 data and $21,060,828,047 in the October 2026 data, up 92%. Total employees: 93 in October 2021 and 162 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Charlesbank Capital Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (50).

**Does Charlesbank Capital Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/160256

**What changed in Charlesbank Capital Partners, LLC's recent Form ADV filings?**
In the September 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $21,060,828,047
- Discretionary: $21,060,828,047
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 50 | $21,060,828,047 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 162 total, 88 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- charlesbank.com
- LinkedIn @CHARLESBANK-CAPITAL-PARTNERS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $10,963,527,330 | 93 | March 30, 2021 |
| October 2022 | $13,160,853,649 | 97 | March 30, 2022 |
| October 2023 | $15,184,958,650 | 136 | April 18, 2023 |
| October 2024 | $17,652,151,969 | 159 | March 29, 2024 |
| October 2025 | $19,804,769,552 | 173 | March 31, 2025 |
| October 2026 | $21,060,828,047 | 162 | August 21, 2026 |

Regulatory assets under management: $10,963,527,330 in the October 2021 data and $21,060,828,047 in the October 2026 data, up 92%.
Total employees: 93 in October 2021 and 162 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Updated its list of owners and control persons (Schedule A).

### August 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 104 to 88.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Charlesbank Capital Partners, LLC (CRD 160256): Form ADV filing data as of October 2026.