Charlesbank provides investment advice to pooled investment vehicles, focusing on management-led buyouts, growth capital, and opportunistic debt investments in middle-market companies. Charlesbank's investment strategy emphasizes a broad range of industries and transaction types, primarily in the United States. Investment advice is provided directly to the Funds, not to individual limited partners.
Assets Under Management$20B
Clients50
AdvisorsN/A
Avg. per Client$400M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Charlesbank manages investments for pooled investment vehicles, not individual investors. Fees are based on a percentage of committed capital or remaining invested capital. Management fees may be reduced by placement agent fees or fees paid by portfolio companies. The general partner and junior staff do not pay a management fee.
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