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CHARLESBANK CAPITAL PARTNERS, LLC
CHARLESBANK CAPITAL PARTNERS, LLC
BOSTON, Massachusetts
·
27 registered advisors
·
CRD# 160256
SEC# 801-73437
1
617-619-5400
01
Firm Overview
AUM
$17.7B
Regulatory assets under management
Employees
159
Total firm employees
Advisors
27
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
Other: MONITORING FEES
03
Specialties
Retirement Planning
04
Advisors at CHARLESBANK CAPITAL PARTNERS, LLC
27 registered advisors
Andrew Seth Janower
BOSTON, Massachusetts
CRD# 6016627
Brandon Crawford White
BOSTON, Massachusetts
CRD# 6016642
Carolyn Sheehan Wintner
BOSTON, Massachusetts
CRD# 5372581
Darren Chris Battistoni
BOSTON, Massachusetts
CRD# 4564812
David L Katz
BOSTON, Massachusetts
CRD# 4817705
Hiren Vishwakant Mankodi
BOSTON, Massachusetts
CRD# 7092178
Humberto (nmn) Duarte
BOSTON, Massachusetts
CRD# 5153966
Jerome P Mccluskey
BOSTON, Massachusetts
CRD# 6152591
John Leonard Flannery
BOSTON, Massachusetts
CRD# 7529229
John Ryan Carroll
BOSTON, Massachusetts
CRD# 6151757
Joshua Aaron Klevens
BOSTON, Massachusetts
CRD# 6016656
Joshua Nathaniel Beer
BOSTON, Massachusetts
CRD# 6774553
Kevin Michael Whelan
BOSTON, Massachusetts
CRD# 5929550
Kim Gordon Davis
BOSTON, Massachusetts
CRD# 1346585
Margaret Littlefield Sahlman
BOSTON, Massachusetts
CRD# 5001394
Matthew John Jacobson
BOSTON, Massachusetts
CRD# 5205552
Mayur Mukesh Desai
BOSTON, Massachusetts
CRD# 4901421
Michael George Thonis
BOSTON, Massachusetts
CRD# 6016621
Michael Richard Eisenson
BOSTON, Massachusetts
CRD# 5505131
Michael Woosung Choe
BOSTON, Massachusetts
CRD# 6016634
Pedro Nunno Vaz
BOSTON, Massachusetts
CRD# 7529236
Samuel Phelps Bartlett
BOSTON, Massachusetts
CRD# 6016653
Sandor Minyoung Hau
BOSTON, Massachusetts
CRD# 2648250
Sandor Min-Young Hau
BOSTON, Massachusetts
CRD# 6774560
Stephanie Pare Sullivan
BOSTON, Massachusetts
CRD# 5834073
Tami Elizabeth Nason
BOSTON, Massachusetts
CRD# 6017478
Tim Richard Palmer
BOSTON, Massachusetts
CRD# 5505125
05
Office Locations
BOSTON, Massachusetts
27 advisors
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Data sourced from SEC Form ADV filings. CHARLESBANK CAPITAL PARTNERS, LLC (CRD# 160256) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.