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CRD 160256
BOSTON, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| CHARLESBANK EQUITY FUND X, LIMITED PARTNERSHIP | Private Equity Fund | $3.3B | Mar 29, 2024 | 210 | Mar 30, 2021 | reported | 021-380769 |
| CHARLESBANK EQUITY FUND IX, LIMITED PARTNERSHIP | Private Equity Fund | $3.3B | Mar 29, 2024 | 191 | Mar 30, 2018 | reported | 021-297206 |
| CHARLESBANK TECHNOLOGY OPPORTUNITIES FUND, LIMITED PARTNERSHIP | Other Private Fund | $1.4B | Mar 29, 2024 | 49 | Mar 27, 2020 | reported | 021-343483 |
| CHARLESBANK EQUITY FUND VIII, LIMITED PARTNERSHIP | Private Equity Fund | $1.3B | Mar 29, 2024 | 138 | Mar 25, 2015 | reported | 021-219986 |
| CHARLESBANK EQUITY OVERAGE FUND X, LIMITED PARTNERSHIP | Private Equity Fund | $995M | Mar 29, 2024 | 68 | Mar 30, 2021 | reported | 021-380774 |
| CB OFFSHORE EQUITY FUND X, LIMITED PARTNERSHIP | Private Equity Fund | $886M | Mar 29, 2024 | 118 | Mar 30, 2021 | reported | 021-380775 |
| CHARLESBANK CREDIT OPPORTUNITIES FUND III, LIMITED PARTNERSHIP | Other Private Fund | $813M | Mar 29, 2024 | 103 | Mar 31, 2023 | reported | 021-450500 |
| CB OFFSHORE EQUITY FUND IX, LIMITED PARTNERSHIP | Private Equity Fund | $748M | Mar 29, 2024 | 61 | Mar 30, 2018 | reported | 021-297208 |
| CHARLESBANK TECHNOLOGY OPPORTUNITIES FUND II, LIMITED PARTNERSHIP | Other Private Fund | $631M | Mar 29, 2024 | 39 | Mar 31, 2023 | reported | 021-467619 |
| CHARLESBANK CREDIT OPPORTUNITIES FUND II, LIMITED PARTNERSHIP | Other Private Fund | $599M | Mar 29, 2024 | 111 | Mar 27, 2020 | reported | 021-342509 |
| CB OFFSHORE EQUITY FUND VIII, LIMITED PARTNERSHIP | Private Equity Fund | $375M | Mar 29, 2024 | 41 | Mar 25, 2015 | reported | 021-219987 |
| CB OFFSHORE TECHNOLOGY OPPORTUNITIES FUND II, LIMITED PARTNERSHIP | Other Private Fund | $342M | Mar 29, 2024 | 41 | Mar 31, 2023 | reported | 021-467620 |
| CB OFFSHORE TECHNOLOGY OPPORTUNITIES FUND, LIMITED PARTNERSHIP | Other Private Fund | $302M | Mar 29, 2024 | 18 | Mar 27, 2020 | reported | 021-343491 |
| CB OFFSHORE CREDIT OPPORTUNITIES FUND II, LIMITED PARTNERSHIP | Other Private Fund | $275M | Mar 29, 2024 | 64 | Mar 27, 2020 | reported | 021-342511 |
| CB OFFSHORE CREDIT OPPORTUNITIES FUND III, LIMITED PARTNERSHIP | Other Private Fund | $256M | Mar 29, 2024 | 42 | Mar 31, 2023 | reported | 021-450498 |
| CHARLESBANK CREDIT DISLOCATION OVERAGE FUND, LIMITED PARTNERSHIP | Other Private Fund | $231M | Mar 29, 2024 | 10 | Mar 30, 2021 | reported | 021-382042 |
| CB GENERAL PARTNER COMMITMENT FUND X, L.P. | Private Equity Fund | $229M | Mar 29, 2024 | 87 | Mar 30, 2021 | reported | 021-391672 |
| CB OFFSHORE EQUITY OVERAGE FUND X, LIMITED PARTNERSHIP | Private Equity Fund | $169M | Mar 29, 2024 | 26 | Mar 30, 2021 | reported | 021-380777 |
| CHARLESBANK EXECUTIVES FUND IX, LIMITED PARTNERSHIP | Private Equity Fund | $140M | Mar 29, 2024 | 105 | Mar 30, 2018 | reported | 021-297210 |
| CHARLESBANK EXECUTIVES TECHNOLOGY OPPORTUNITIES FUND, LIMITED PARTNERSHIP | Other Private Fund | $138M | Mar 29, 2024 | 80 | Mar 27, 2020 | reported | 021-343496 |
| CHARLESBANK CREDIT OPPORTUNITIES FUND, LIMITED PARTNERSHIP | Other Private Fund | $134M | Mar 29, 2024 | 37 | Mar 30, 2018 | reported | 021-219988 |
| CHARLESBANK EXECUTIVES FUND X, LIMITED PARTNERSHIP | Private Equity Fund | $134M | Mar 29, 2024 | 134 | Mar 30, 2021 | reported | 021-380772 |
| CB GENERAL PARTNER COMMITMENT TOF II, LIMITED PARTNERSHIP | Other Private Fund | $117M | Mar 29, 2024 | 66 | Mar 29, 2024 | reported | 021-467624 |
| CHARLESBANK EQUITY FUND VI, LIMITED PARTNERSHIP | Private Equity Fund | $104M | Mar 29, 2024 | 69 | Feb 13, 2012 | reported | 021-76265 |
| CHARLESBANK CREDIT OPPORTUNITIES FUND III PERFORMING SLEEVE, LIMITED PARTNERSHIP | Other Private Fund | $88.2M | Mar 29, 2024 | 7 | Mar 31, 2023 | reported | 021-450499 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BARTLETT, SAMUEL, PHELPS | MANAGING DIRECTOR | Na | yes | 01/2011 | Feb 13, 2012 | Mar 29, 2024 |
| BATTISTONI, DARREN, CHRIS | MANAGING DIRECTOR | Na | yes | 11/2018 | Mar 29, 2019 | Mar 29, 2024 |
| BEER, JOSHUA, NATHANIEL | MANAGING DIRECTOR | Na | yes | 01/2017 | Mar 30, 2017 | Mar 29, 2024 |
| CARROLL, JOHN, RYAN | MANAGING DIRECTOR | Na | yes | 01/2013 | Mar 25, 2013 | Mar 29, 2024 |
| CHARLESBANK CAPITAL PARTNERS GP, LLC | Manager | Na | yes | 12/2009 | Mar 30, 2017 | Mar 29, 2024 |
| CHARLESBANK CAPITAL PARTNERS GP, LLC | GENERAL PARTNER | F | yes | 12/2009 | Mar 30, 2017 | Mar 29, 2024 |
| CHARLESBANK CAPITAL PARTNERS, LIMITED PARTNERSHIP | Member | E | yes | 12/2009 | Mar 30, 2017 | Mar 29, 2024 |
| CHOE, MICHAEL, WOOSUNG | MANAGING DIRECTOR & CHIEF EXECUTIVE OFFICER | Na | yes | 01/2006 | Feb 13, 2012 | Mar 29, 2024 |
| CHOE, MICHAEL, WOOSUNG | TRUSTEE/ELECTED MANAGER | F | yes | 07/2017 | Feb 13, 2012 | Mar 29, 2024 |
| DAVIS, KIM, GORDON | MANAGING DIRECTOR & CO-CHAIRMAN | Na | yes | 07/1998 | Feb 13, 2012 | Mar 29, 2024 |
| DESAI, MAYUR, MUKESH | MANAGING DIRECTOR | Na | yes | 07/2021 | Mar 30, 2022 | Mar 29, 2024 |
| DUARTE, HUMBERTO, (NMN) | MANAGING DIRECTOR | Na | yes | 07/2023 | Mar 29, 2024 | Mar 29, 2024 |
| EISENSON, MICHAEL, RICHARD | MANAGING DIRECTOR & CO-CHAIRMAN | Na | yes | 07/1998 | Feb 13, 2012 | Mar 29, 2024 |
| Flannery, John, Leonard | MANAGING DIRECTOR | Na | yes | 05/2021 | Mar 30, 2022 | Mar 29, 2024 |
| HAU, SANDOR, MINYOUNG | MANAGING DIRECTOR | Na | yes | 01/2017 | Apr 13, 2017 | Mar 29, 2024 |
| JACOBSON, MATTHEW, JOHN | MANAGING DIRECTOR | Na | yes | 07/2021 | Mar 30, 2022 | Mar 29, 2024 |
| JANOWER, ANDREW, SETH | MANAGING DIRECTOR | Na | yes | 01/2002 | Feb 13, 2012 | Mar 29, 2024 |
| KATZ, DAVID, L | MANAGING DIRECTOR | Na | yes | 07/2021 | Mar 30, 2022 | Mar 29, 2024 |
| KLEVENS, JOSHUA, AARON | MANAGING DIRECTOR & CHIEF OPERATING OFFICER | Na | yes | 10/2022 | Feb 13, 2012 | Mar 29, 2024 |
| Mankodi, Hiren, Vishwakant | MANAGING DIRECTOR | Na | yes | 10/2018 | Mar 29, 2019 | Mar 29, 2024 |
| MCCLUSKEY, JEROME, P | CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR & GENERAL COUNSEL | Na | yes | 10/2022 | Oct 18, 2022 | Mar 29, 2024 |
| SAHLMAN, MARGARET, LITTLEFIELD | MANAGING DIRECTOR | Na | yes | 07/2021 | Mar 30, 2022 | Mar 29, 2024 |
| Vaz, Pedro, Nunno | MANAGING DIRECTOR | Na | yes | 07/2021 | Mar 30, 2022 | Mar 29, 2024 |
| WHELAN, KEVIN, MICHAEL | CHIEF FINANCIAL OFFICER & MANAGING DIRECTOR | Na | yes | 10/2022 | Oct 18, 2022 | Mar 29, 2024 |
| WHITE, BRANDON, CRAWFORD | MANAGING DIRECTOR | Na | yes | 01/2006 | Feb 13, 2012 | Mar 29, 2024 |
| WINTNER, CAROLYN, SHEEHAN | MANAGING DIRECTOR | Na | yes | 07/2021 | Mar 30, 2022 | Mar 29, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| CB OFFSHORE EQUITY FUND VI GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| CB OFFSHORE EQUITY FUND VII GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| CHARLESBANK CREDIT OPPORTUNITIES FUND GP, LIMITED PARTNERSHIP | n/a | n/a | n/a | N | yes | n/a |
| CHARLESBANK CREDIT OPPORTUNITIES FUND II GP, LIMITED PARTNERSHIP | n/a | n/a | n/a | N | yes | n/a |
| CHARLESBANK CREDIT OPPORTUNITIES FUND III GP, LIMITED PARTNERSHIP | n/a | n/a | n/a | N | yes | n/a |
| CHARLESBANK CREDIT OPPORTUNITIES FUND III GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| CHARLESBANK EQUITY FUND IX GP, LIMITED PARTNERSHIP | n/a | n/a | n/a | N | yes | n/a |
| CHARLESBANK EQUITY FUND IX GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| CHARLESBANK EQUITY FUND VI GP, LIMITED PARTNERSHIP | n/a | n/a | n/a | N | yes | n/a |
| CHARLESBANK EQUITY FUND VII GP, LIMITED PARTNERSHIP | n/a | n/a | n/a | N | yes | n/a |
| CHARLESBANK EQUITY FUND VIII GP, LIMITED PARTNERSHIP | n/a | n/a | n/a | N | yes | n/a |
| CHARLESBANK EQUITY FUND X GP, LIMITED PARTNERSHIP | n/a | n/a | n/a | N | yes | n/a |
| CHARLESBANK EQUITY FUND X GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| CHARLESBANK TECHNOLOGY OPPORTUNITIES FUND GP, LIMITED PARTNERSHIP | n/a | n/a | n/a | N | yes | n/a |
| CHARLESBANK TECHNOLOGY OPPORTUNITIES FUND GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| CHARLESBANK TECHNOLOGY OPPORTUNITIES FUND II GP LIMITED PARTNERSHIP | n/a | n/a | n/a | N | yes | n/a |
| CHARLESBANK TECHNOLOGY OPPORTUNITIES FUND II GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| NEW YORK | NY | United States | 44 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 28, 2026 | $21B | $21B | 162 | 88 | 1 | 50 | n/a |
| 2024 | Mar 31, 2025 | $20B | $20B | 173 | 104 | 1 | 50 | n/a |
| 2023 | Mar 29, 2024 | $18B | $18B | 159 | 89 | 1 | 47 | $18B |
| 2022 | Mar 31, 2023 | $15B | $15B | 136 | 78 | 1 | 45 | $15B |
| 2021 | Mar 30, 2022 | $13B | $13B | 97 | 60 | 1 | 34 | $13B |
| 2020 | Mar 30, 2021 | $11B | $11B | 93 | 59 | 1 | 34 | $5.1B |
| 2019 | Mar 27, 2020 | $7.3B | $7.3B | 76 | 41 | 1 | 25 | $7.3B |
| 2018 | Mar 29, 2019 | $5.4B | $5.4B | 66 | 34 | 1 | 21 | $5.4B |
| 2017 | Mar 30, 2018 | $6.6B | $6.6B | 55 | 30 | 1 | 21 | $6.7B |
| 2016 | Mar 30, 2017 | $3.4B | $3.4B | 52 | 29 | n/a | 15 | $2.7B |
| 2015 | Mar 23, 2016 | $4.3B | $4.3B | 40 | 25 | n/a | 15 | $2.9B |
| 2014 | Mar 25, 2015 | $5.5B | $5.5B | 35 | 25 | n/a | 15 | $3.2B |
| 2013 | Mar 25, 2014 | $2.9B | $2.9B | 35 | 24 | n/a | 11 | $2.4B |
| 2012 | Mar 25, 2013 | $2.8B | $2.8B | 30 | 20 | n/a | 11 | $2.0B |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $21B | $20B | 6.3% | $15B | 11.5% | 162 | 173 | 1 | 1 |