AdvisorOS Directory
Claim Profile
Unclaimed Profile
MS

Margaret Littlefield Sahlman

CHARLESBANK CAPITAL PARTNERS, LLC·BOSTON, Massachusetts
Clean recordCHARLESBANK CAPITAL PARTNERS, LLC
200 CLARENDON STREET, BOSTON, MA 02116-5073CRD# 5001394Firm CRD# 160256

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Margaret Littlefield Sahlman · BOSTON, MA
Registration
CRD #5001394 · CHARLESBANK CAPITAL PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Margaret Littlefield Sahlman is a registered financial advisor based in BOSTON, Massachusetts, affiliated with CHARLESBANK CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

Speak with Margaret

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Margaret is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
CHARLESBANK CAPITAL PARTNERS, LLC
CHARLESBANK CAPITAL PARTNERS, LLC
AUM
$17.7B
Regulatory assets under management
Employees
159
Total firm employees
View all advisors at CHARLESBANK CAPITAL PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: MONITORING FEES
Regulatory
SEC/IARD CRD# 5001394
Firm CRD# 160256
View on FINRA BrokerCheck →

Looking for a financial advisor in BOSTON?

Browse all registered financial advisors in BOSTON, Massachusetts or claim this profile if it's yours.

Browse BOSTON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Margaret Littlefield Sahlman offer?
Margaret Littlefield Sahlman specializes in Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.
What are Margaret Littlefield Sahlman's credentials?
Margaret Littlefield Sahlman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Margaret Littlefield Sahlman located?
Margaret Littlefield Sahlman is based in BOSTON, Massachusetts, working with CHARLESBANK CAPITAL PARTNERS, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Margaret Littlefield Sahlman charge for services?
Margaret Littlefield Sahlman's firm is compensated through percentage of aum, performance-based fees, other: monitoring fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHARLESBANK CAPITAL PARTNERS, LLC?
CHARLESBANK CAPITAL PARTNERS, LLC has approximately 159 employees and manages $17.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CHARLESBANK CAPITAL PARTNERS, LLC

Mayur Mukesh Desai
BOSTON, MA
Andrew Seth Janower
BOSTON, MA
Humberto (nmn) Duarte
BOSTON, MA
Michael George Thonis
BOSTON, MA
Brandon Crawford White
BOSTON, MA
David L Katz
BOSTON, MA

More Advisors in BOSTON, Massachusetts

John Frank Francini
NORTHEAST INVESTMENT MANAGEMENT INC·BOSTON, MA
Marc Daniel Zimman
PAR CAPITAL MANAGEMENT, INC.·BOSTON, MA
Carmen Joseph Scarpa
SPRING LAKE EQUITY GP LLC·BOSTON, MA
Abigail Marie Armstrong
SIGNATOR INVESTORS, INC.·BOSTON, MA
Erik J Anderson
SPRING LAKE EQUITY GP LLC·BOSTON, MA
Gabriela Franco Parcella
STANDISH MELLON ASSET MANAGEMENT COMPANY LLC·BOSTON, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)SPRINGFIELD (80)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)LEXINGTON (42)
City Guides
CAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile