Charlesbank Capital Partners, Llc
- Regulatory AUM
- $21.1B
- Discretionary
- $21.1B
- Clients
- 50
- Avg AUM / client
- $421M
- Accounts
- 50
- Employees
- 162
AUM over time
Annual snapshots from Form ADV filings · as of Jul 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 50 | $21.1B | 100.0% |
Private funds (47)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $17.7B combined gross assets
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Intermountain Healthcare Pension Plan Intermountain Health Care, Inc. | 2024 |
People (22)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Davis, Kim, Gordon | Managing Director & Co Chairman | Jul 1998 (28y) | Less than 5% | |
| Eisenson, Michael, Richard | Managing Director & Co Chairman | Jul 1998 (28y) | Less than 5% | |
| Janower, Andrew, Seth | Managing Director | Jan 2002 (25y) | Less than 5% | |
| Choe, Michael, Woosung | Managing Director & Chief Executive Officer | Jan 2006 (21y) | Less than 5% | |
| White, Brandon, Crawford | Managing Director | Jan 2006 (21y) | Less than 5% | |
| Bartlett, Samuel, Phelps | Managing Director | Jan 2011 (16y) | Less than 5% | |
| Carroll, John, Ryan | Managing Director | Jan 2013 (14y) | Less than 5% | |
| Beer, Joshua, Nathaniel | Managing Director | Jan 2017 (10y) | Less than 5% | |
| Hau, Sandor, Minyoung | Managing Director | Jan 2017 (10y) | Less than 5% | |
| Mankodi, Hiren, Vishwakant | Managing Director | Oct 2018 (8y) | Less than 5% | |
| Battistoni, Darren, Chris | Managing Director | Nov 2018 (8y) | Less than 5% | |
| Flannery, John, Leonard | Managing Director | May 2021 (5y) | Less than 5% | |
| Desai, Mayur, Mukesh | Managing Director | Jul 2021 (5y) | Less than 5% | |
| Jacobson, Matthew, John | Managing Director | Jul 2021 (5y) | Less than 5% | |
| Katz, David, L | Managing Director | Jul 2021 (5y) | Less than 5% | |
| Sahlman, Margaret, Littlefield | Managing Director | Jul 2021 (5y) | Less than 5% | |
| Vaz, Pedro, Nunno | Managing Director | Jul 2021 (5y) | Less than 5% | |
| Wintner, Carolyn, Sheehan | Managing Director | Jul 2021 (5y) | Less than 5% | |
| Klevens, Joshua, Aaron | Managing Director & Chief Operating Officer | Oct 2022 (4y) | Less than 5% | |
| Mccluskey, Jerome, P | Chief Compliance Officer, Managing Director & General Counsel | Oct 2022 (4y) | Less than 5% | |
| Whelan, Kevin, Michael | Chief Financial Officer & Managing Director | Oct 2022 (4y) | Less than 5% | |
| Duarte, Humberto, (Nmn) | Managing Director | Jul 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Charlesbank Capital Partners, Limited Partnership | Member | Dec 2009 | A | 75% or more |
| Charlesbank Capital Partners Gp, Llc | Manager | Dec 2009 | A | Less than 5% |
| Charlesbank Capital Partners Gp, Llc | General Partner | Dec 2009 | B | GP / trustee / elected manager of Charlesbank Capital Partners, Limited Partnership (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (47, $17.7B gross assets)
Top 25 of 47 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Intermountain Healthcare Pension Plan | Intermountain Health Care, Inc. | 25,307 | $3.4B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (2 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/20/2026 | 11.5 MB | View · PDF · Source ↗ |
| Form ADV (full filing) | 04/28/2026 | 11.5 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • MONITORING FEES
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 20, 2026.
View current Form ADV (SEC/IAPD) ↗