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AllocatorsManager with allocator capital

Charlesbank Capital Partners, LLC

Allocators

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Search this name across graphsid dfx:al:5e27720f-963f-4c41-b1a9-0c70c03d173c

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 5:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 7
On other graphs: 4
Observed: Sep 15, 2026 to Sep 15, 2026

Listed twice: another record on this graph has the same name, state and type. The primary record is Charlesbank Capital Partners, LLC.

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Charlesbank Capital Partners, LLC

Private equity manager · cited, shared crd

Independent Sponsorsidentity

Charlesbank Capital Partners, LLC

Capital provider to sponsors · cited, shared crd

RIA / Wealth Managementidentity

CHARLESBANK CAPITAL PARTNERS, LLC

Registered adviser · cited, shared crd

Private Creditidentity

CHARLESBANK CAPITAL PARTNERS, LLC

Private credit manager · cited, shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Allocators: 8with a commitment to this manager
Commitments: 21
Committed, disclosed: $368Mthe plans' commitments, never fund size
Funds: 7
Re-ups: 0
First-time commitments: 0
First vintage: 2014
Latest vintage: 2023
Latest commitment: Dec 31, 2025
Plan clients (Schedule C): 2

Allocators and commitments

each plan's own commitment to this manager, never the fund's size; a re-up is the plan's own word, or a successor of a fund it already holds

Allocator	Class	Fund	Bucket	Commitment	Committed	Vintage	Re-up	First time
Alaska Permanent Fund Corporation	Sovereign linked US allocator	Charlesbank Equity Fund VIII Limited Partnership	Private equity	$10.0M	n/a	2014	n/a	n/a
Alaska Permanent Fund Corporation	Sovereign linked US allocator	Charlesbank Credit Opportunities Fund III Limited Partnership	Private credit	$40.0M	n/a	2023	n/a	n/a
Alaska Permanent Fund Corporation	Sovereign linked US allocator	Charlesbank Equity Fund IX Limited Partnership	Private equity	$48.2M	n/a	2017	n/a	n/a
Alaska Permanent Fund Corporation	Sovereign linked US allocator	Charlesbank Equity Fund X Limited Partnership	Private equity	$50.0M	n/a	2021	n/a	n/a
Alaska Permanent Fund Corporation	Sovereign linked US allocator	Charlesbank Technology Opportunities Fund Limited Partnership	Private equity	$45.0M	n/a	2020	n/a	n/a
Alaska Permanent Fund Corporation	Sovereign linked US allocator	Charlesbank Credit Opportunities Fund II Limited Partnership	Private credit	$50.0M	n/a	2020	n/a	n/a
Alaska Permanent Fund Corporation	Sovereign linked US allocator	Charlesbank Credit Dislocation Overage Fund Limited Partnership	Private credit	$25.0M	n/a	2021	n/a	n/a
Wisconsin Retirement System	State retirement system	Charlesbank Credit Fund IV	Private equity	$100M	n/a	n/a	n/a	n/a

Relationships

Manages for (9)

→ Colburn FoundationAllocator
Dec 31, 2024 to presentfactForm 990
→ Surdna Foundation IncAllocator
Jun 30, 2025 to presentfactForm 990
→ Waitt FoundationAllocator
Dec 31, 2024 to presentfactForm 990
→ Richard and Susan Smith Family FoundationAllocator
Apr 30, 2025 to presentfactForm 990
→ Inasmuch FoundationAllocator
Dec 31, 2024 to presentfactForm 990
→ Nancy Lurie Marks Family FoundationAllocator
Oct 31, 2024 to presentfactForm 990
→ Alaska Permanent Fund CorporationAllocatorPrivate credit
factPlan disclosure
→ Intermountain Healthcare Pension PlanPlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Deseret Mutual Master Retirement PlanPlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

7 bookkeeping events (roster, classification and holdings changes) folded below

Show 7 bookkeeping events

First seen by DFX
Sep 15, 2026
date not stated
Alaska Permanent Fund Corporation reports Charlesbank Technology Opportunities Fund Limited Partnership: $45M committed (Charlesbank Capital Partners, LLC) (as of 2025-12-31)
First seen by DFX
Sep 15, 2026
date not stated
Alaska Permanent Fund Corporation reports Charlesbank Equity Fund VIII Limited Partnership: $10M committed (Charlesbank Capital Partners, LLC) (as of 2025-12-31)
First seen by DFX
Sep 15, 2026
date not stated
Alaska Permanent Fund Corporation reports Charlesbank Equity Fund X Limited Partnership: $50M committed (Charlesbank Capital Partners, LLC) (as of 2025-12-31)
First seen by DFX
Sep 15, 2026
date not stated
Alaska Permanent Fund Corporation reports Charlesbank Credit Opportunities Fund II Limited Partnership: $50M committed (Charlesbank Capital Partners, LLC) (as of 2025-12-31)
First seen by DFX
Sep 15, 2026
date not stated
Alaska Permanent Fund Corporation reports Charlesbank Credit Dislocation Overage Fund Limited Partnership: $25M committed (Charlesbank Capital Partners, LLC) (as of 2025-12-31)
First seen by DFX
Sep 15, 2026
date not stated
Alaska Permanent Fund Corporation reports Charlesbank Credit Opportunities Fund III Limited Partnership: $40M committed (Charlesbank Capital Partners, LLC) (as of 2025-12-31)
First seen by DFX
Sep 15, 2026
date not stated
Alaska Permanent Fund Corporation reports Charlesbank Equity Fund IX Limited Partnership: $48M committed (Charlesbank Capital Partners, LLC) (as of 2025-12-31)

Provenance

Graph: Allocators
Canonical id: dfx:al:5e27720f-963f-4c41-b1a9-0c70c03d173c
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Charlesbank Capital Partners, LLC

Allocators

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:5e27720f-963f-4c41-b1a9-0c70c03d173c

Allocator

Class

Fund

Bucket

Commitment

Committed

Vintage

Re-up

First time

Alaska Permanent Fund Corporation

Sovereign linked US allocator

Charlesbank Equity Fund VIII Limited Partnership

Private equity

$10.0M

n/a

2014

n/a

Alaska Permanent Fund Corporation

Sovereign linked US allocator

Charlesbank Credit Opportunities Fund III Limited Partnership

Private credit

$40.0M

n/a

2023

n/a

Alaska Permanent Fund Corporation

Sovereign linked US allocator

Charlesbank Equity Fund IX Limited Partnership

Private equity

$48.2M

n/a

2017

n/a

Alaska Permanent Fund Corporation

Sovereign linked US allocator

Charlesbank Equity Fund X Limited Partnership

Private equity

$50.0M

n/a

2021

n/a

Alaska Permanent Fund Corporation

Sovereign linked US allocator

Charlesbank Technology Opportunities Fund Limited Partnership

Private equity

$45.0M

n/a

2020

n/a

Alaska Permanent Fund Corporation

Sovereign linked US allocator

Charlesbank Credit Opportunities Fund II Limited Partnership

Private credit

$50.0M

n/a

2020

n/a

Alaska Permanent Fund Corporation

Sovereign linked US allocator

Charlesbank Credit Dislocation Overage Fund Limited Partnership

Private credit

$25.0M

n/a

2021

n/a

Wisconsin Retirement System

State retirement system

Charlesbank Credit Fund IV

Private equity

$100M

n/a