Charlesbank Capital Partners, LLC (Boston)


Charlesbank Capital Partners, LLC is a large advisory firm based in Boston. It manages $5.39 billion of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Massachusetts and New York.

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Charlesbank Capital Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Charlesbank Capital Partners: assets under management

The assets under management (AUM) of Charlesbank Capital Partners, LLC is $5.39 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 96% since the beginning of its operation, and $121.98 million of the total AUM is attributable to clients outside of the United States.


The firm manages $5.39 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $256.77 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Charlesbank Capital Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Charlesbank Capital Partners serves?

The only and largest group of clients of Charlesbank Capital Partners is pooled investment vehicles with 21 clients and $5.39 billion of assets under management. Among the 9 most similar advisory firms, Charlesbank Capital Partners has the 4th highest percentage of pooled investment vehicles out of all clients.


The amount of regulatory assets under management is $5.39 billion for 21 clients. 14% of the firm’s clients are foreign persons or businesses.

Charlesbank Capital Partners also advises several private funds. Namely, two other private funds and nineteen private equity funds. The minimum investment commitment required of non-related persons ranges from $1,000 to $5,000,000.

Careers at Charlesbank Capital Partners, LLC

The company employs 66 people that are either part- or full-time employees. 52 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Michael Richard Eisenson Managing director & chief executive officer -- managing member 1 Jul 1998 Other 5505131
Tim Richard Palmer Managing director & chief operating officer-- managing member 1 Jul 1998 Other 5505125
Kim Gordon Davis Managing director -- managing member 1 Jul 1998 Other 1346585
Michael George Thonis Managing director -- managing member 1 Jul 1998 Other 6016621
Andrew Seth Janower Managing director -- managing member 1 Jan 2002 Other 6016627
Jon Matthew Biotti Managing director -- managing member 1 Jan 2006 Other 2339960
Michael Woosung Choe Managing director & president -- managing member 1 Jan 2006 Other 6016634
Brandon Crawford White Managing director -- managing member 1 Jan 2006 Other 6016642
Limited Partnership Charlesbank Capital Partners Member 1 Dec 2009 75% - 100% 27-1694720
Llc Charlesbank Capital Partners Gp Manager 1 Dec 2009 Other 27-1694653
Tami Elizabeth Nason Chief compliance officer & general counsel 1 Sep 2010 Other 6017478
Samuel Phelps Bartlett Managing director -- managing member 1 Jan 2011 Other 6016653
Joshua Aaron Klevens Managing director -- managing member 1 Jan 2011 Other 6016656
John Ryan Carroll Managing director -- managing member 1 Jan 2013 Other 6151757
Kevin Michael Brown Chief financial officer 1 Jan 2013 Other 6316021
Kevin Brown Chief financial officer 1 Jan 2013 Other 6316021
John W. Vander Vort Chief operating officer 1 Sep 2013 Other 5603426
John Wayne Vander Vort Chief operating officer 1 Sep 2013 Other 5603426
John Kenneth Fiyod Chief financial officer 1 Jan 2016 Other 6602187
Stephanie Pare Sullivan General counsel & chief administrative officer 1 Jan 2016 Other 5834073
Stephanie Pare Sullivan Chief compliance officer, general counsel & chief operating officer 1 Jun 2016 Other 5834073
Jason William Pike Managing director 1 Jan 2017 Other xxx-xx-xxxx
Joshua Nathaniel Beer Managing director 1 Jan 2017 Other 6774553
Sandor Minyoung Hau Managing director 1 Jan 2017 Other 2648250
Sandor Min Young Hau Managing director 1 Jan 2017 Other 6774560

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Michael Richard Eisenson Trustee/elected manager 1 Dec 2009 Other 5505131
Michael Woosung Choe Trustee/elected manager 1 Jul 2017 Other 6016634

Based in Boston

The principal office where Charlesbank Capital Partners, LLC performs its advisory services is located at 200 Clarendon Street, Boston, MA 02116 5073, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-619-5400 or by fax 617-619-5404. The normal business hours are 8:00 a.m. - 6:00 p.m. on Monday - Friday. You can find more information about the New York firm at charlesbank.com.