Charlesbank Capital Partners LLC

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Charlesbank Capital Partners LLC ✚
CRD #	160256
SEC #	801-73437
CIK #	0001065319
AUM	21.06 B (2026-04-28)
Employees	162 (54% Investors, 0% Brokers)
Fees
Minimum
Phone	617-619-5400
Address	200 Clarendon Street Boston, MA 02116-5073
Source	[IAPD] [EDGAR] [Website] [LinkedIn]

Total AUM ($B) Copy

In the News
Sun, 12 Jul 2026	Overbay Capital Partners Completes Strategic Investment From Charlesbank Capital Partners — Pulse 2.0
Thu, 09 Jul 2026	Overbay Capital Partners Announces Completion of Strategic Investment from Charlesbank Capital Partners — Business Wire
Wed, 08 Jul 2026	Charlesbank Capital Partners Promotes Five Executives to Managing Director Roles — citybiz
Thu, 09 Apr 2026	Bridgepointe Technologies Announces Strategic Growth Investment From Charlesbank Capital Partners and Carlyle AlpInvest — Business Wire

Type	Form D Funds	Date	AUM
Other	CB Credit Opportunities Fund IV LP	[2026-03-31]	592.1 M
	Filed 2025-09-05 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	CB Equity Fund Xi LP	[2026-03-31]	1,621.0 M
	Filed 2025-06-27 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	CB Equity Overage Fund Xi LP	[2026-03-31]	78.5 M
	Filed 2025-06-27 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	CB General Partner Commitment Fund Xi LP	[2026-03-31]	200.0 M
	Filed 2025-10-20 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
Other	CB Madison IV LP	[2026-03-31]	49.9 M
	Filed 2025-10-10 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
Other	CB Offshore Credit Opportunities Fund IV LP	[2026-03-31]	222.6 M
	Filed 2025-09-05 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	CB Offshore Equity Fund Xi LP	[2026-03-31]	580.7 M
	Filed 2025-06-27 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	CB Offshore Equity Overage Fund Xi LP	[2026-03-31]	21.0 M
	Filed 2025-06-27 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	WCB Equity Fund LP	[2026-03-31]	300.0 M
	Filed 2025-04-15 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
Other	CB COF III - NYC Co-Investment LP	[2025-03-31]	50.6 M
	Filed 2024-05-30 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
View All

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	0	0.0
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	50	21.1
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	50	21.1
By Discretionary
Discretionary	50	21.1
Non-Discretionary	0	0.0
Total	50	21.1
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		21.0
Total	50	21.1

Limited Partners	2011 - 2026
Alaska Permanent Fund Corporation
Missouri Public School Retirement System
State Board of Administration of Florida
State of Michigan Retirement System
Teachers' Retirement Security for Illinois Educators

Form D Directors	Role	# Filings	# Firms
Jean-Francois Clavier	Director	23	4
Mohamad Makhzoumi	Director	64	3
Sole Member of The General Partner of The General Partner Charlesbank Capital Partners LLC	Promoter	47	3
Kevin Whelan	Executive Officer	42	3
Jon Biotti	Executive Officer	20	3
Charlesbank Capital Partners LLC	Promoter	16	3
Sole Member of The General Partner Charlesbank Capital Partners LLC	Promoter	7	3
General Partner of The General Partner Charlesbank Credit Opportunities Fund II GP LLC	Promoter	16	2
Brandon White	Executive Officer	16	2
General Partner Charlesbank Credit Opportunities Fund II GP Limited Partnership	Promoter	16	2
Andrew Janower	Executive Officer	13	2
General Partner of The General Partner Charlesbank Equity Fund X GP LLC	Promoter	13	2
General Partner Charlesbank Equity Fund X GP Limited Partnership	Promoter	13	2
Kim Davis	Executive Officer	12	2
General Partner of The General Partner Charlesbank Credit Opportunities Fund III GP LLC	Promoter	12	2
Tim Palmer	Executive Officer	11	2
Michael Choe	Executive Officer	10	2
General Partner Charlesbank Credit Opportunities Fund III GP Limited Partnership	Promoter	10	2
General Partner of The General Partner Charlesbank Capital Partners LLC	Promoter	8	2
CB Equity Fund Xi GP LLC	Promoter	7	2
Michael Eisenson	Executive Officer	7	2
CB Credit Opportunities Fund IV GP LLC	Promoter	4	2
General Partner Charlesbank Equity Fund IX GP Limited Partnership	Promoter	3	2
Tapio Tolvanen	Director	3	2
CB Credit Opportunities Fund IV GP LP	Promoter	3	2
General Partner Charlesbank Equity Fund X GP LLC	Promoter	3	2
Ari Tulla	Executive Officer	3	2
Jaakko Kokko	Director	2	2
CB Equity Fund Xi GP LP	Promoter	4	1
General Partner Charlesbank Equity Fund VIII GP Limited Partnership	Promoter	3	1
Charlesbank Equity Fund X GP LLC	Promoter	2	1
Charlesbank Equity Fund X GP Limited Partnership	Promoter	2	1
Charlesbank CF I GP Limited Partnership	Promoter	2	1
General Partner Charlesbank Credit Opportunities Fund III GP LLC	Promoter	2	1
Wcb Equity Fund GP LP	Promoter	1	1
General Partner CB Cof III Nyc Co-Investment GP LP	Promoter	1	1

EDGAR Form	CIK	2011 - 2026
3	[0001065319]
4	[0001065319]

Firm Profile (Form ADV)
Discretionary AUM	$2.9B
Serves	Institutional
Fund Types	Private Equity
LEI	2549000V6NJOVM8FCV09

Form 3/4/5 Subject	2011 - 2026
Charlesbank Equity Fund VII Limited Partnership
Blueknight Energy Partners LP
CB-Blueknight LLC
Charlesbank Equity Fund VII GP Limited Partnership
Charlesbank Capital Partners LLC
Southcross Energy Partners LLC
CB-Southcross Holdings Inc
CB Offshore Equity Fund VI LP
Charlesbank Equity CoInvestment Fund VI Limited Partnership
Southcross Energy LLC
View All

Insider Transaction (Form 3/4/5)	Date	Action	Shares	Price	Value ($)
Blueknight Energy Partners LP BKEP Series A Preferred Units · derivative	2016-10-05	Disposed to issuer	6,667,695	$7.15	47,674,019
Southcross Energy Partners LLC SXE Class B Convertible Units · derivative	2016-02-14	Other	279,303
Southcross Energy Partners LLC SXE Class B Convertible Units · derivative	2015-11-09	Other	274,478
Southcross Energy Partners LLC SXE Class B Convertible Units · derivative	2015-08-10	Other	269,758
Montpelier RE Holdings Ltd MRH Common Shares, par value 1/6 cent per share	2015-07-31	Disposed to issuer	5,762,500
Southcross Energy Partners LLC SXE Class B Convertible Units · derivative	2015-05-08	Other	265,118
Southcross Energy Partners LLC SXE Common Units (Limited Partnership Interests)	2015-05-07	Other	4,500,000
Zayo Group Holdings Inc ZAYO Common Stock	2015-03-17	Sell	3,107,869	$26.53	82,451,765
Southcross Energy Partners LLC SXE Class B Convertible Units · derivative	2015-02-09	Other	260,558
Southcross Energy Partners LLC SXE Class B Convertible Units · derivative	2014-11-05	Other	256,078
Zayo Group Holdings Inc ZAYO Common Stock	2014-10-22	Sell	1,139,730	$17.98	20,492,345
Southcross Energy Partners LLC SXE Class B Convertible Units · derivative	2014-08-04	Other	14,633,000
Southcross Energy Partners LLC SXE Subordinated Units · derivative	2014-08-04	Other	12,213,713
Southcross Energy Partners LLC SXE Common Units (Limited Partnership Interests)	2014-08-04	Other	2,116,400
Southcross Energy Partners LLC SXE Series A Convertible Preferred Units · derivative	2014-08-04	Conversion	229,716
Southcross Energy Partners LLC SXE Common Units (Limited Partnership Interests)	2014-08-04	Other	2,116,400
Southcross Energy Partners LLC SXE Subordinated Units · derivative	2014-08-04	Other	12,213,713
Southcross Energy Partners LLC SXE Common Units (Limited Partnership Interests)	2014-08-04	Conversion	252,687
Montpelier RE Holdings Ltd MRH Common Stock (Restricted Share Units)	2014-06-15	Grant	2,500	$0.00
CIFC Corp CIFC Common Stock	2013-12-18	Sell	9,090,909	$9.00	81,818,181
showing 20 of 29 most recent transactions

Comparable Firms	State	AUM
Onex Partners Manager LP ✚		22.47 B
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Madison Dearborn Partners LLC ✚	IL	20.74 B
Harvest Partners LP ✚	NY	20.25 B
Deer Management Co LLC ✚	NY	20.24 B
Rokos Capital Management US LP ✚	NY	20.20 B
Audax Management Company LLC ✚	MA	20.12 B
Royalty Pharma Sub-Manager LLC ✚	NY	19.64 B

Charlesbank Capital Partners LLC

Assets, Funds, Holdings