Managers/Private credit/Massachusetts/Charlesbank Capital Partners

Charlesbank Capital Partners

Charlesbank Capital Partners is a private credit and private equity manager in Boston, MA. It is registered with the SEC as an investment adviser with $21.1B in regulatory assets and 162 staff. It has 20 funds on file.

Funds on file
20
Raised, all funds
$2.5B
Regulatory assets
$21.1B
Staff
162
Pension investors
None found
See the adviser's own filing →

Latest fund filing

Funds

DateFundTypeRaisedTarget
CB Offshore Credit Opportunities Fund II, Limited Partnership Private credit $163.5M Not given
CB Offshore Credit Opportunities Fund, Limited Partnership Private credit $0 Not given
Charlesbank Credit Opportunities Fund II, Limited Partnership Private credit $281.7M Not given
Charlesbank Credit Opportunities Fund, Limited Partnership Private credit $0 Not given
Charlesbank Executives Credit Opportunities Fund II, Limited Partnership Private credit $47.3M Not given
Dec 2024 CHARLESBANK CF I, LIMITED PARTNERSHIP Private equity $0 Not given
Dec 2023 CB Offshore Technology Opportunities Fund II, Limited Partnership Private equity $321.5M Not given
Dec 2023 Charlesbank Executives Technology Opportunities Fund II, Limited Partnership Private equity $64.1M Not given
Dec 2023 Charlesbank Staff TOF II, Limited Partnership Private equity $477.2K Not given
Dec 2023 Charlesbank Technology Opportunities Fund II, Limited Partnership Private equity $621.2M Not given
Jul 2023 Charlesbank Executives Credit Opportunities Fund III, Limited Partnership Private credit $42.9M Not given
Jun 2023 CB Offshore Credit Opportunities Fund III, Limited Partnership Private credit $218M Not given
Jun 2023 Charlesbank Credit Opportunities Fund III, Limited Partnership Private credit $650.1M Not given
Jun 2023 Charlesbank Credit Opportunities Fund III Performing Sleeve, Limited Partnership Private credit $52.6M Not given
Jun 2023 Charlesbank Executives Credit Opportunities Fund III Performing Sleeve, Limited Partnership Private credit $5.2M Not given
Jan 2023 Charlesbank Staff Fund X, Limited Partnership Private equity $0 Not given
Nov 2020 CB Offshore Equity Fund X, Limited Partnership Private equity $0 Not given
Nov 2020 CB Offshore Equity Overage Fund X, Limited Partnership Private equity $0 Not given
Nov 2020 Charlesbank Equity Fund X, Limited Partnership Private equity $0 Not given
Nov 2020 Charlesbank Equity Overage Fund X, Limited Partnership Private equity $0 Not given

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$21.1B
Employees162
Clients50 private funds.
Control personsSamuel, Phelps Bartlett, Darren, Chris Battistoni, Joshua, Nathaniel Beer, John, Ryan Carroll, Michael, Woosung Choe, Kim, Gordon Davis.
Private funds47 private funds holding $17.7B in gross assets.

Private funds it reports

FundTypeGross assets
Charlesbank Equity Fund X, Limited Partnership Private equity $3.3B
Charlesbank Equity Fund IX, Limited Partnership Private equity $3.3B
Charlesbank Technology Opportunities Fund, Limited Partnership Other $1.4B
Charlesbank Equity Fund Viii, Limited Partnership Private equity $1.3B
Charlesbank Equity Overage Fund X, Limited Partnership Private equity $994.6M
CB Offshore Equity Fund X, Limited Partnership Private equity $886M
Charlesbank Credit Opportunities Fund Iii, Limited Partnership Other $813.1M
CB Offshore Equity Fund IX, Limited Partnership Private equity $747.7M
Charlesbank Technology Opportunities Fund II, Limited Partnership Other $631.5M
Charlesbank Credit Opportunities Fund II, Limited Partnership Other $598.8M
CB Offshore Equity Fund Viii, Limited Partnership Private equity $374.6M
CB Offshore Technology Opportunities Fund II, Limited Partnership Other $342M
CB Offshore Technology Opportunities Fund, Limited Partnership Other $302.4M
CB Offshore Credit Opportunities Fund II, Limited Partnership Other $275.2M
CB Offshore Credit Opportunities Fund Iii, Limited Partnership Other $255.5M