Charlesbank Capital Partners

Investor type

PE / VC

Founded

1998

AUM

$20 000 M

Location

Boston, Massachusetts, United States

Investment Ticket

$5-10 m

Investment Stage

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

Region of investment

North America Europe
Investor profile last updated: 16 August, 2026

Profile

Charlesbank Capital Partners is a private equity firm based in Boston, Massachusetts, founded in 1998. The team comprises approximately 165 members spread across its Boston and New York offices, reflecting a robust operational presence. The firm originated from managing investments for Harvard University's endowment, and this legacy has shaped its investment philosophy, focusing on integrity and long-term value creation.

Charlesbank specializes in middle-market investments, primarily focusing on sectors such as Business & Consumer Services, Healthcare, Industrials, and Technology & Technology Infrastructure. They operate with a flexible, growth-oriented strategy, targeting high-quality businesses with growth potential. The firm's approach is characterized by strategic insights and collaboration, supporting management teams to scale and enhance performance through operational improvements and strategic acquisitions.

Some of Charlesbank's notable investments include businesses in sectors like wealth management, e-commerce enablement, behavioral health, and cyber services. Their portfolio showcases a diverse range of companies, emphasizing strong customer relationships and scalable, recurring business models. The firm takes pride in its disciplined investment strategy and commitment to creating enduring business value.

Industry

Software Security Infrastructure Technology HealthTech SaaS Marketing and Advertising Industrial Healthcare Services Fintech Financial Services Consumer Services (B2C) Business Services (B2B) Consumer Products

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

Contacts

Name
Title
Email
avatar
Michael Eisenson Founding Partner
Founding Partner
m•••@•••
avatar
Michael Choe Managing Partner, Chief Executive Officer and Co-Head, Flagship
Managing Partner, Chief Executive Officer and Co-Head, Flagship
m•••@•••
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FAQs about Charlesbank Capital Partners

Charlesbank Capital Partners is a venture capital and private equity firm. It backs companies at Pre-seed, Seed, Series A, Series B and Late Stage (Series C+), writing tickets of $5-10 m.
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 Software, Security, Infrastructure, Technology, HealthTech, SaaS, Marketing and Advertising, Industrial, Healthcare Services, Fintech, Financial Services, Consumer Services (B2C), Business Services (B2B), Consumer Products.
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
Charlesbank Capital Partners can be reached through its website charlesbank.com and its LinkedIn page. Its general enquiries address is [email protected]. Cold-mailing a general inbox rarely reaches a partner, so Private Equity List also lists the investment-team contacts for Charlesbank Capital Partners — names, roles, verified work emails and LinkedIn profiles — available on a Pro plan from $129/month (see pricing). Contacts are sourced from the firm's website and LinkedIn and re-verified on a rolling cycle. Spot a stale contact, or none at all? Report it — we re-run that firm within 48h and get back to you.
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Private Equity List re-verifies investor profiles on a rolling cycle, pulling from the firm's own website and LinkedIn rather than a one-off import. This profile was last updated on 16 August, 2026. Something out of date here? Report it — we re-run that firm within 48h and get back to you.