Charlesbank Capital Partners key facts
- Charlesbank Capital Partners is a private equity firm based in Boston, United States with 5 tracked portfolio companies.
- Notable positions include Eat Just, Bridgepointe Technologies, Vertrax.
- The team roster lists 56 people.
- Charlesbank Capital Partners reports $21.3M in regulatory assets under management across 50 private funds, per its SEC Form ADV (2026-04).
About Charlesbank Capital Partners
Founded in 1998
Investment focus
Its SEC Form ADV lists $21.3 million in regulatory assets under management across 50 private funds (Apr 2026).
Charlesbank Capital Partners portfolio at a glance
5 portfolio companies are on record for Charlesbank Capital Partners, including Eat Just, Bridgepointe Technologies and Vertrax.
3 of the 5 carry a recorded valuation.
Charlesbank Capital Partners team
56 people are on record at Charlesbank Capital Partners: 50 principals, 3 partners, 2 advisors and 1 associate. Senior names include Kim Davis (Founding Partner), Mark Rosen (Founding Partner) and Michael Thonis (Founding Partner). 56 of them have a verified direct contact on file.
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Charlesbank Capital Partners at the SEC
Form ADV · 2026-04 · CRD 160256- Regulatory AUM
- $21.3M
- Private fund assets
- $21.3B
- Private funds
- 50 · 31 private equity, 19 other
- Staff
- 162
- Registered office
- BOSTON, MA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as CHARLESBANK CAPITAL PARTNERS, LLC).
- ·The top 10 names in the book — of 5 recorded positions
- ·Watchlist + alerts for Charlesbank Capital Partners's activity
Portfolio
5 companies · priced for members| Company | Industry | Valuation | First invested | Role |
|---|---|---|---|---|
| Eat Just | Food Products | ▮ | ▮ | ▮ |
| Bridgepointe Technologies | — | ▮ | ▮ | ▮ |
| Vertrax | — | ▮ | ▮ | ▮ |
+ 2 more companies · all 5, priced and dated or a free account shows the top 10 names — no card Membership and data by Private Market View | ||||
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.
Frequently asked about Charlesbank Capital Partners
- What companies does Charlesbank Capital Partners invest in?
- Charlesbank Capital Partners has 5 recorded portfolio companies, including Eat Just, Bridgepointe Technologies, Vertrax.