DHM Partners LLC

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Assets, Funds, Holdings

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DHM Partners LLC
CRD #339223
SEC #801-134855
CIK #
AUM $3.5 B (2026-03-31)
Employees 40 (85% Investors, 0% Brokers)
Phone508-776-0094
Address200 Clarendon Street
Boston, MA 02116
Source [IAPD] [Website] [LinkedIn]
Total AUM ($B)
4.03.22.41.60.80.02010201520212027
Type Form D Funds Date Sold ($M) AUM ($M)
Other DHM General Partner Commitment TOF II LP [2024-03-29] 117.5 127.2
Other DHM Staff TOF II Limited Partnership [2024-03-29] 0.5 12.9
Other DHM Executives Technology Opportunities Fund II Limited Partnership [2023-03-31] 64.1 78.7
Other DHM Offshore Technology Opportunities Fund II Limited Partnership [2023-03-31] 321.5 476.3
Other DHM Technology Opportunities Fund II Limited Partnership [2023-03-31] 621.2 791.6
Other DHM Associates Technology Opportunities Fund Limited Partnership 2020-03-27 6.3
Other DHM Executives Technology Opportunities Fund Limited Partnership [2020-03-27] 0.0 154.6
Other DHM Offshore Technology Opportunities Fund Limited Partnership [2020-03-27] 0.0 336.5
Other DHM Technology Opportunities Fund Limited Partnership [2020-03-27] 0.0 1,562.2
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 9 3.5
(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 9 3.5
By Discretionary
Discretionary 9 3.5
Non-Discretionary 0 0.0
Total 9 3.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 3.5
Total 9 3.5
Form D Directors Role # Filings # Firms 2011 - 2026
Kevin Whelan 41 4
Charlesbank Capital Partners LLC 16 4
Sole Member of The General Partner of The General Partner Charlesbank Capital Partners LLC 46 3
Sole Member of The General Partner Charlesbank Capital Partners LLC 7 3
General Partner Charlesbank Technology Opportunities Fund II GP Limited Partnership 6 2
General Partner of The General Partner Charlesbank Technology Opportunities Fund II GP LLC 6 2
Charlesbank Technology Opportunities Fund GP Limited Partnership 4 2
Charlesbank Technology Opportunities Fund GP LLC 4 2
General Partner Charlesbank Technology Opportunities Fund II GP LLC 2 1
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