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| DHM Partners LLC
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|---|---|
| CRD # | 339223 |
| SEC # | 801-134855 |
| CIK # | |
| AUM | 3,546.2 M (2026-03-31) |
| Employees | 40 (85% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 508-776-0094 |
| Address | 200 Clarendon Street Boston, MA 02116 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | DHM General Partner Commitment TOF II LP | [2024-03-29] | 117.5 M | 127.2 M |
| Filed 2023-12-15 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| Other | DHM Staff TOF II Limited Partnership | [2024-03-29] | 0.5 M | 12.9 M |
| Filed 2023-12-15 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| Other | DHM Executives Technology Opportunities Fund II Limited Partnership | [2023-03-31] | 64.1 M | 78.7 M |
| Filed 2023-12-15 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| Other | DHM Offshore Technology Opportunities Fund II Limited Partnership | [2023-03-31] | 321.5 M | 476.3 M |
| Filed 2023-12-15 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| Other | DHM Technology Opportunities Fund II Limited Partnership | [2023-03-31] | 621.2 M | 791.6 M |
| Filed 2023-12-15 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| Other | DHM Associates Technology Opportunities Fund Limited Partnership | 2020-03-27 | 6.3 M | |
| Other | DHM Executives Technology Opportunities Fund Limited Partnership | [2020-03-27] | 154.6 M | |
| Filed 2019-07-03 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| Other | DHM Offshore Technology Opportunities Fund Limited Partnership | [2020-03-27] | 336.5 M | |
| Filed 2019-07-03 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| Other | DHM Technology Opportunities Fund Limited Partnership | [2020-03-27] | 1,562.2 M | |
| Filed 2019-07-03 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| 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 |
|---|---|---|---|---|
| Sole Member of The General Partner of The General Partner Charlesbank Capital Partners LLC | Promoter | 47 | 3 | |
| Kevin Whelan | Executive Officer | 42 | 3 | |
| Charlesbank Capital Partners LLC | Promoter | 16 | 3 | |
| Sole Member of The General Partner Charlesbank Capital Partners LLC | Promoter | 7 | 3 | |
| General Partner Charlesbank Technology Opportunities Fund II GP Limited Partnership | Promoter | 6 | 2 | |
| General Partner of The General Partner Charlesbank Technology Opportunities Fund II GP LLC | Promoter | 6 | 2 | |
| Charlesbank Technology Opportunities Fund GP Limited Partnership | Promoter | 4 | 2 | |
| Charlesbank Technology Opportunities Fund GP LLC | Promoter | 4 | 2 | |
| General Partner Charlesbank Technology Opportunities Fund II GP LLC | Promoter | 2 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
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