Charlesbank Capital Partners LLC

Search
⚲

Charlesbank Capital Partners LLC ✚
CRD #	160256
SEC #	801-73437
CIK #	0001065319
AUM	$21.1 B (2026-04-28)
Employees	162 (54% Investors, 0% Brokers)
Phone	617-619-5400
Address	200 Clarendon Street Boston, MA 02116-5073
Source	[IAPD] [EDGAR] [Website] [LinkedIn]

Total AUM ($B) Copy

Type	Form D Funds	Date	Sold ($M)	AUM ($M)
Other	CB Credit Opportunities Fund IV LP	[2026-03-31]	0.0	592.1
	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]	0.0	1,621.0
	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]	0.0	78.5
	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]	0.0	200.0
	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]	0.0	49.9
	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]	0.0	222.6
	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]	0.0	580.7
	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]	0.0	21.0
	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]	0.0	300.0
	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]	0.0	50.6
	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
Jeanfrancois Clavier	Director	23	4
Mohamad Makhzoumi	Director	63	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
General Partner Charlesbank Credit Opportunities Fund II GP Limited Partnership	Promoter	16	2
Brandon White	Executive Officer	16	2
General Partner of The General Partner Charlesbank Equity Fund X GP LLC	Promoter	13	2
Andrew Janower	Executive Officer	13	2
General Partner Charlesbank Equity Fund X GP Limited Partnership	Promoter	13	2
General Partner of The General Partner Charlesbank Credit Opportunities Fund III GP LLC	Promoter	12	2
Kim Davis	Executive Officer	12	2
Tim Palmer	Executive Officer	11	2
General Partner Charlesbank Credit Opportunities Fund III GP Limited Partnership	Promoter	10	2
Michael Choe	Executive Officer	10	2
General Partner of The General Partner Charlesbank Capital Partners LLC	Promoter	8	2
Michael Eisenson	Executive Officer	7	2
CB Equity Fund Xi GP LLC	Promoter	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
Ari Tulla	Executive Officer	3	2
General Partner Charlesbank Equity Fund X GP LLC	Promoter	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 CF I GP Limited Partnership	Promoter	2	1
Charlesbank Equity Fund X GP Limited Partnership	Promoter	2	1
Charlesbank Equity Fund X GP LLC	Promoter	2	1
General Partner Charlesbank Credit Opportunities Fund III GP LLC	Promoter	2	1

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

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

Comparable Firms	State	AUM ($B)
Onex Partners Manager LP ✚		22.5
EIG Management Company LLC ✚	DC	22.2
CVC Secondary Partners US LLC ✚	NY	22.2
THL Managers VII LLC ✚	MA	21.5
Madison Dearborn Partners LLC ✚	IL	20.7
Harvest Partners LP ✚	NY	20.2
Deer Management Co LLC ✚	NY	20.2
Rokos Capital Management US LP ✚	NY	20.2
Audax Management Company LLC ✚	MA	20.1
Royalty Pharma Sub-Manager LLC ✚	NY	19.6

Charlesbank Capital Partners LLC

Assets, Funds, Holdings