Charlesbank Capital Partners, LLC
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Learn more about Charlesbank Capital Partners, LLC
Overview
Charlesbank Capital Partners, LLC is a financial advisor firm that has its headquarters in Boston, Massachusetts. The firm controls $15.2 billion in total assets throughout 45 client accounts, placing it among the largest financial advisory firms in the nation by assets under management (AUM). The firm has a large group, including 78 financial advisors. Charlesbank Capital Partners, LLC is not a registered broker-dealer, meaning it cannot buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments such as options, bonds and equities.
Charlesbank Capital Partners, LLC manages all of its client assets in a discretionary manner. Discretionary management signifies that an investment advisor makes transaction judgments without needing to seek client consent. The advisory firm's typical account size is $337.7 million. The typical advisor at Charlesbank Capital Partners, LLC oversees fewer than one client account, placing it among the most individualized firms in the country.
The firm's main office is at 200 Clarendon Street, Boston, Massachusetts 02116-5073. It is legally permitted to provide services to clients across a number of states, including Massachusetts and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Charlesbank Capital Partners, LLC by the Numbers
$15.2 billion
136
45
$337.7 million
Fee Structure
Financial advisory fees usually depend on which services are offered. Fee types charged by Charlesbank Capital Partners, LLC can include the following fee structures: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The company caters to pooled investment vehicles. Out of its 45 accounts, Charlesbank Capital Partners, LLC's biggest client group by number of accounts is pooled investment vehicles. Just 4% of the firm's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Charlesbank Capital Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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