Finantrix Atlas · Investment adviser
Charlesbank Capital Partners, LLC
Boston, MA · SEC CRD 160256
Filed 8 new private equity funds on Form D in the year to September 2026; reports 23 with $12 billion in gross assets on Form ADV.
8
new funds on Form D, past twelve months
23
private equity funds on Form ADV
$12 billion
their gross assets
New private equity funds on Form D, past twelve months
| Fund | Filed | Offering | Sold so far | Investors | Issue |
|---|---|---|---|---|---|
| Wcb Equity Fund, LP | 2026-04-28 | Indefinite | $0 | 0 | April 2026 |
| Cb Credit Opportunities Fund IV Rated Note, LP | 2026-04-15 | Indefinite | $0 | 0 | April 2026 |
| Cb Everest Offshore, LP | 2026-04-06 | Indefinite | $0 | 0 | April 2026 |
| Cb Everest, LP | 2026-04-06 | Indefinite | $0 | 0 | April 2026 |
| Cb General Partner Commitment Cof IV, LP | 2025-10-24 | Indefinite | $0 | 0 | October 2025 |
| Cb Staff Fund XI, LP | 2025-10-20 | Indefinite | $0 | 0 | October 2025 |
| Cb General Partner Commitment Fund XI, LP | 2025-10-20 | Indefinite | $0 | 0 | October 2025 |
| Cb Madison IV, LP | 2025-10-10 | Indefinite | $0 | 0 | October 2025 |
Charlesbank Capital Partners, LLC's private equity funds on Form ADV
As reported in Schedule D, Section 7.B.(1), filings through 2024-12-31; the 23 largest of 23.
| Fund | Gross assets | Investors |
|---|---|---|
| Charlesbank Equity Fund X, Limited Partnership | $3.3 billion | 210 |
| Charlesbank Equity Fund IX, Limited Partnership | $3.3 billion | 191 |
| Charlesbank Equity Fund VIII, Limited Partnership | $1.3 billion | 138 |
| Charlesbank Equity Overage Fund X, Limited Partnership | $995 million | 68 |
| Cb Offshore Equity Fund X, Limited Partnership | $886 million | 118 |
| Cb Offshore Equity Fund IX, Limited Partnership | $748 million | 61 |
| Cb Offshore Equity Fund VIII, Limited Partnership | $375 million | 41 |
| Cb General Partner Commitment Fund X, L.P. | $229 million | 87 |
| Cb Offshore Equity Overage Fund X, Limited Partnership | $169 million | 26 |
| Charlesbank Executives Fund IX, Limited Partnership | $140 million | 105 |
| Charlesbank Executives Fund X, Limited Partnership | $134 million | 134 |
| Charlesbank Equity Fund VI, Limited Partnership | $104 million | 69 |
| Charlesbank Equity Fund VII, Limited Partnership | $62.9 million | 116 |
| Charlesbank Equity Coinvestment Fund VIII, Limited Partnership | $49.7 million | 73 |
| Charlesbank Staff Fund X, Limited Partnership | $20.2 million | 77 |
| Cb Offshore Equity Fund VII, L.P. | $13.8 million | 33 |
| Cb Offshore Equity Fund VI, L.P. | $10.1 million | 13 |
| Cb Parallel Fund VII, Limited Partnership | $5.8 million | 2 |
| Charlesbank Equity Coinvestment Fund VI, Limited Partnership | $5.7 million | 52 |
| Charlesbank Associates Fund IX, Limited Partnership | $3.9 million | 33 |
| Charlesbank Equity Coinvestment Fund VII, Limited Partnership | $3.0 million | 59 |
| Cb Associates Fund VIII, Limited Partnership | $2.0 million | 28 |
| Charlesbank Coinvestment Partners, Limited Partnership | $194,054 | 36 |
From public regulatory filings, as filed; no figure is estimated. Updated 2026-10-28. Not investment advice.