CHARLESBANK CAPITAL PARTNERS, LLC
CRD #160256 SEC #801-73437 BOSTON, MA 617-619-5400
SEC Registered Private Funds
Total AUM
$19.8B
Discretionary
$19.8B
Employees
173
Clients
--
Accounts
50
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $19.8B | $19.8B | $0 | 173 | 0 |
| Feb 2025 | $17.7B | $17.7B | $0 | 159 | 0 |
| Mar 2024 | $17.7B | $17.7B | $0 | 159 | 0 |
| Apr 2023 | $15.2B | $15.2B | $0 | 136 | 0 |
| Mar 2023 | $15.2B | $15.2B | $0 | 136 | 0 |
| Oct 2022 | $13.2B | $13.2B | $0 | 128 | 0 |
| Mar 2022 | $13.2B | $13.2B | $0 | 97 | 0 |
| Mar 2021 | $11B | $11B | $0 | 93 | 0 |
| Mar 2020 | $7.3B | $7.3B | $0 | 76 | 0 |
| Mar 2019 | $5.4B | $5.4B | $0 | 66 | 0 |
| May 2018 | $6.6B | $6.6B | $0 | 55 | 0 |
| Mar 2018 | $6.6B | $6.6B | $0 | 55 | 0 |
| Sep 2017 | $3.4B | $3.4B | $0 | 52 | 11 |
| Apr 2017 | $3.4B | $3.4B | $0 | 52 | 11 |
| Mar 2017 | $3.4B | $3.4B | $0 | 52 | 11 |
| Jun 2016 | $4.3B | $4.3B | $0 | 40 | 11 |
| Mar 2016 | $4.3B | $4.3B | $0 | 40 | 11 |
| Jan 2016 | $5.5B | $5.5B | $0 | 35 | 11 |
| Mar 2015 | $5.5B | $5.5B | $0 | 35 | 11 |
| Sep 2014 | $2.9B | $2.9B | $0 | 35 | 11 |
| May 2014 | $2.9B | $2.9B | $0 | 35 | 11 |
| Mar 2014 | $2.9B | $2.9B | $0 | 35 | 11 |
| Mar 2013 | $2.8B | $2.8B | $0 | 30 | 11 |
| Feb 2012 | $2.7B | $2.7B | $0 | -- | 11 |
DateMar 2025
Total AUM$19.8B
Discretionary$19.8B
Non-Disc.$0
Employees173
Clients0
DateFeb 2025
Total AUM$17.7B
Discretionary$17.7B
Non-Disc.$0
Employees159
Clients0
DateMar 2024
Total AUM$17.7B
Discretionary$17.7B
Non-Disc.$0
Employees159
Clients0
DateApr 2023
Total AUM$15.2B
Discretionary$15.2B
Non-Disc.$0
Employees136
Clients0
DateMar 2023
Total AUM$15.2B
Discretionary$15.2B
Non-Disc.$0
Employees136
Clients0
DateOct 2022
Total AUM$13.2B
Discretionary$13.2B
Non-Disc.$0
Employees128
Clients0
DateMar 2022
Total AUM$13.2B
Discretionary$13.2B
Non-Disc.$0
Employees97
Clients0
DateMar 2021
Total AUM$11B
Discretionary$11B
Non-Disc.$0
Employees93
Clients0
DateMar 2020
Total AUM$7.3B
Discretionary$7.3B
Non-Disc.$0
Employees76
Clients0
DateMar 2019
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees66
Clients0
DateMay 2018
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$0
Employees55
Clients0
DateMar 2018
Total AUM$6.6B
Discretionary$6.6B
Non-Disc.$0
Employees55
Clients0
DateSep 2017
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees52
Clients11
DateApr 2017
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees52
Clients11
DateMar 2017
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees52
Clients11
DateJun 2016
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees40
Clients11
DateMar 2016
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees40
Clients11
DateJan 2016
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$0
Employees35
Clients11
DateMar 2015
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$0
Employees35
Clients11
DateSep 2014
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees35
Clients11
DateMay 2014
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees35
Clients11
DateMar 2014
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees35
Clients11
DateMar 2013
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees30
Clients11
DateFeb 2012
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees--
Clients11