Charlesbank Capital Partners

Private Equity SEC-registered adviser

Legal name: Charlesbank Capital Partners, LLC

Boston, MA Website

AUM

$21.1B
Regulatory AUM

Private funds

50
Private Equity 31 · Other 19

Private fund assets

$21.3B
Gross asset value

Employees

162

Last Form D raise

Sep 2026
Most recent fund filing

From SEC Form ADV filing (filed Aug 21, 2026). View on SEC

People(16)

Owners and executive officers named on the firm's SEC Form ADV.

A
Andrew Janower
Managing Director
Source: SEC Form ADV
B
Brandon White
Managing Partner
Source: SEC Form ADV
C
Carolyn Wintner
Managing Director
Source: SEC Form ADV
D
David Katz
Managing Director
Source: SEC Form ADV
H
Humberto Duarte
Managing Director
Source: SEC Form ADV
J
John Carroll
Managing Director
Source: SEC Form ADV
J
John Flannery
Managing Director
Source: SEC Form ADV
J
John Keeney
Managing Director
Source: SEC Form ADV
J
Joshua Klevens
Managing Director & Chief Operating Officer
Source: SEC Form ADV
K
Kevin Whelan
Chief Financial Officer & Managing Director
Source: SEC Form ADV
M
Matthew Jacobson
Managing Director
Source: SEC Form ADV
M
Michael Choe
Managing Partner Emeritus
Source: SEC Form ADV

Funds(50)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Cb Credit Opportunities Fund IV, LPOther$592.1M$800.1M33Sep 2026Hot
Cb Offshore Credit Opportunities Fund IV, LPOther$222.6M$322.4M31Sep 2026Hot
Cb Equity Fund XI, LPPrivate Equity$1.6B$2.0B112Jun 2026Hot
Cb Offshore Equity Fund XI, LPPrivate Equity$580.7M$786.7M110Jun 2026Hot
Cb Equity Overage Fund XI, LPPrivate Equity$78.5M$136.4M6Jun 2026Hot
Cb Offshore Equity Overage Fund XI, LPPrivate Equity$21.0M$21.0M3Jun 2026Hot
Cb General Partner Commitment Fund XI, LPPrivate Equity$200.0M——Oct 2025Warm
Cb Madison IV, LPOther$49.9M——Oct 2025Cool
Wcb Equity Fund, LPPrivate Equity$300.0M——Apr 2025Cool
Cb Offshore Cf I, Limited PartnershipPrivate Equity$769.3M——Dec 2024Cool
Charlesbank Cf I, Limited PartnershipPrivate Equity$606.5M——Dec 2024Cool
Cb Cof III - NYC Co-Investment, L.P.Other$50.6M——May 2024Cold
Charlesbank Credit Opportunities Fund III, Limited PartnershipOther$1.1B$650.1M83Jun 2023Cold
Cb Offshore Credit Opportunities Fund III, Limited PartnershipOther$438.8M$218.0M37Jun 2023Cold
Charlesbank Credit Opportunities Fund III Performing Sleeve, Limited PartnershipOther$96.4M$52.6M5Jun 2023Cold

Board seats(8)

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

CB World Management
OtherIselin, NJDirector: David Katz
$58.2M raised
Since May 2022
SEC Form D
CB World Management
OtherIselin, NJDirector: Michael Choe
$58.2M raised
Since May 2022
SEC Form D
CB-HDT Holdings
OtherSolon, OHDirector: Joshua Klevens
$183K raised
Since Oct 2017
SEC Form D
CB-HDT Holdings
OtherSolon, OHDirector: Samuel Bartlett
$183K raised
Since Oct 2017
SEC Form D
Citadel Plastics Holdings
OtherWest Chicago, ILDirector: Brandon White
$27.5M raised
Since Apr 2014
SEC Form D
Citadel Plastics Holdings
OtherWest Chicago, ILDirector: Andrew Janower
$27.5M raised
Since Apr 2014
SEC Form D
HGGC Citadel
OtherPalo Alto, CADirector: Andrew Janower
$25.2M raised
Since Nov 2014
SEC Form D
HGGC Citadel
OtherPalo Alto, CADirector: Brandon White
$25.2M raised
Since Nov 2014
SEC Form D

Regulatory identifiers

CRD number
160256
SEC file number
801-73437

Sources