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CHARLESBANK CAPITAL PARTNERS, LLC

BOSTON, MA · CRD 160256 · IAPD ↗ · charlesbank.com · 617-619-5400

$21.06BRegulatory AUM
88Advisory reps
162Employees
0Clients
n/aPlanning clients
50Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — CHARLESBANK CAPITAL PARTNERS, LLC shrank from 104 to 88 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
April 2025 — CHARLESBANK CAPITAL PARTNERS, LLC grew from 89 to 104 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
66
April 2024 — CHARLESBANK CAPITAL PARTNERS, LLC grew from 78 to 89 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.