Active

Charlesbank Capital Partners

General contacts
Investor type

PE / VC

Founded

1998

AUM

$20 000 M

Location

Boston, Massachusetts, United States

Investment Ticket

$5-10 m

Investment Stage

Pre-seed Seed Series A Series B Late Stage (Series C+)

Region of investment

North America Europe
Investor profile last updated: 13 August, 2025

Profile

Based in Boston and New York, Charlesbank Capital Partners is a middle-market private investment firm with approximately $20 billion in AUM as of 12/31/2024. Charlesbank focuses on management-led buyouts and growth capital financings, as well as opportunistic credit and technology investments. The firm seeks to build companies with sustainable competitive advantage and excellent prospects for growth.
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Charlesbank’s principals have a long history of working together, a deep specialization in the middle market and a record of solid returns over multiple business cycles. We bring a flexible approach to the structure of each portfolio company investment and are comfortable working in scenarios that are complex or difficult to underwrite.

For more information please visit: www.charlesbank.com.

Disclaimer: The information on this page is for informational purposes only. Nothing on or within this page constitutes a solicitation, offer, recommendation or representation of suitability or endorsement of any security or investment or any product of Charlesbank or Charlesbank-managed funds. Charlesbank is not responsible for any content posted by third parties to this page.

Industry

Financial Services Fintech Healthcare Services Marketing and Advertising SaaS Security Software HealthTech Business Services (B2B) Consumer Products Consumer Services (B2C) Industrial

Charlesbank Capital Partners Funds

Name Type
Questionare
Industry
Questionare
Stage
Questionare
Region 		Size AUM Launch date
Charlesbank Equity Fund VIII, LP
Private Equity (PE)
Business Services (B2B)
Consumer Products
Consumer Services (B2C)
Industrial
Series B
Late Stage (Series C+)
North America
$5-10 m
$1800 M
July 2014
Charlesbank Equity Fund IX
Private Equity (PE)
Business Services (B2B)
Consumer Products
Consumer Services (B2C)
Industrial
Series B
Late Stage (Series C+)
North America
Europe
$5-10 m
$2800 M
October 2017
Charlesbank Equity Fund X, LP
Private Equity (PE)
Business Services (B2B)
Consumer Products
Consumer Services (B2C)
Industrial
Series B
Late Stage (Series C+)
North America
Europe
$5-10 m
$3800 M
February 2021

Contacts

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FAQs about Charlesbank Capital Partners

Charlesbank Capital Partners is a venture capital and private equity firm. It backs companies at Pre-seed, Seed, Series A, Series B and Late Stage (Series C+), writing tickets of $5-10 m.
Charlesbank Capital Partners is located in Boston, Massachusetts, United States.
Charlesbank Capital Partners was founded in 1998.
Charlesbank Capital Partners invests in companies and startups in Financial Services, Fintech, Healthcare Services, Marketing and Advertising, SaaS, Security, Software, HealthTech, Business Services (B2B), Consumer Products, Consumer Services (B2C), Industrial.
Charlesbank Capital Partners invests in companies and startups in North America, Europe.
Charlesbank Capital Partners invests in companies and startups at Pre-seed, Seed, Series A, Series B, Late Stage (Series C+).
Charlesbank Capital Partners usually invests $5-10 m on average.
Charlesbank Capital Partners has around $20 000m assets under management.
Charlesbank Capital Partners last fund was created/launched in 2021-02-03
Charlesbank Capital Partners can be reached through its website charlesbank.com and its LinkedIn page. Its general enquiries address is ir@charlesbank.com. Cold-mailing a general inbox rarely reaches a partner, so Private Equity List also lists the investment-team contacts for Charlesbank Capital Partners — names, roles, verified work emails and LinkedIn profiles — available on a Pro plan from $129/month (see pricing). Contacts are sourced from the firm's website and LinkedIn and re-verified on a rolling cycle. Spot a stale contact, or none at all? Report it — we re-run that firm within 48h and get back to you.
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