CHARLESBANK CAPITAL PARTNERS, LLC

200 Clarendon Street
54th Floor
Boston, Massachusetts 02116-5073
Tel: 617-619-5400

About CHARLESBANK CAPITAL PARTNERS, LLC

CHARLESBANK CAPITAL PARTNERS, LLC, formally registered with the SEC as CHARLESBANK CAPITAL PARTNERS, LLC. The firm was established in 03/08/2012. They have over 2 offices throughout the country.

CHARLESBANK CAPITAL PARTNERS, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $17,652,151,969 assets under management, offering retirement planning & investment advisory services to 47 clients. The firm is staffed with 159 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	160256
SEC#	801-73437
Assets Managed by Firm	$17,652,151,969
No. of Clients	47
No. of Advisors	159

Fee Structure

A percentage of AUM
Performance Based
Other (MONITORING FEES)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	47	$17,652,151,969

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