Charlesbank Capital Partners

Investor type

PE / VC

Founded

1998

AUM

$20 000 M

Location

Boston, Massachusetts, United States

$5-10 m

Investment Ticket

3-5 years

Investment Horizon

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

Investment Stage

Sale to strategic investor, IPO, M&A, Buyout, Buy-and-build

Exit Strategy

Investor profile last updated: 27 July, 2026

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

Region of investment

North America Europe

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

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FAQs about Charlesbank Capital Partners

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