Charlesbank Capital Partners
Private equityToronto · 106 people tracked
Investment thesis
Charles Bank identifies middle-market private equity opportunities through sector expertise and pattern recognition, prioritizing alignment with talented management teams. The firm employs a data-driven, research-intensive approach to unlock company potential and accelerate value creation by translating complexity into strategic clarity and growth opportunities.
Source: firm website, verified Aug 6, 2026.
Team · 106 people
from the firm's website
What they invest in
from 1 of 74 portfolio companiesCloud Computing ×1Enterprise Software ×1IoT ×1
HQs:United States×1
Investments · 74 tracked
founders shown can be your intro pathFinancial consulting and analytics
Vertical-focused ERP solution provider
Irvine, US
Eugene Davis(Director)Cory Clemmons(Chief technology officer of the Issuer.)Basil Palmeri(Director)Andrew Schultz(Director)John O'Hare(Director)Ron Jacobs(Director)
Packaging and shipping supplies
Property and casualty insurance
Wholesale building materials distribution
Fashion retailer for plus-size consumers
Public safety uniforms and equipment
Services to mechanical industries
IT infrastructure automation solutions
Park Place Technologies provides IT infrastructure management services including hardware maintenance, software support, and data center monitoring for enterprise clients.
Cloud ComputingEnterprise SoftwareIoT
Food industry packaging solutions
Distributor of custom-branded products
Test preparation and college counseling
Compliance consulting for funds
Integrated managed data services
Audio systems and vehicle security
Fund performance · per public LP disclosures · 15
as of Sep 2025| Fund | Vintage | Committed | Net IRR | TVPI | DPI |
|---|---|---|---|---|---|
| Charlesbank Credit Opp III Co-InvestmentLPs: New York City Board of Education Retirement System | 2024 | — | 52.2% | 1.15x | 0.21x |
| Charlesbank Credit Opportunities Fund III, Limited PartnershipLPs: New York City Board of Education Retirement System, Maryland State Retirement and Pension System | 2024 | — | 25.3% | 1.16x | 0.38x |
| Charlesbank Technology Opportunities Fund IILPs: Ventura County Employees' Retirement Association, Tulare County Employees' Retirement Association | 2023 | — | — | 1.09x | 0.00x |
| Charlesbank Capital XLPs: Employees' Retirement System of Rhode Island | 2021 | — | 17.1% | 1.38x | 0.22x |
| Charlesbank Capital X OverageLPs: Employees' Retirement System of Rhode Island | 2021 | — | 17.3% | 1.43x | 0.71x |
| Charlesbank Equity Fund X LPLPs: Michigan Municipal Employees' Retirement System, Florida State Board of Administration, Employees' Retirement System of Rhode Island +2 more | 2021 | — | 18.8% | 1.48x | 0.30x |
| Charlesbank Equity Fund IX LPLPs: Michigan Municipal Employees' Retirement System, Florida State Board of Administration, Surdna Foundation Inc | 2018 | — | 13.7% | 1.60x | 0.63x |
| Charlesbank Equity Fund IX Overage Program LPLPs: Florida State Board of Administration | 2018 | — | 7.5% | 1.29x | 0.76x |
| Charlesbank Equity Fund VIII LPLPs: Florida State Board of Administration, Sobrato Family Foundation, Surdna Foundation Inc | 2015 | — | 12.9% | 1.57x | 1.10x |
| Charl.,..hank Equity Fund VII, L.P.LPs: The Regents of the University of California | 2009 | — | 2.4% | — | 1.02x |
| Charlesbank Equity Fund VII LPLPs: Florida State Board of Administration, The Regents of the University of California, Surdna Foundation Inc | 2009 | — | 24.4% | 2.46x | 2.46x |
| Charlcsbank Equity Fund VI, L P.LPs: The Regents of the University of California | 2005 | — | 10.3% | — | 1.18x |
| Charlesbank Equity Fund VI, L.P.LPs: The Regents of the University of California | 2005 | — | 8.7% | 1.41x | 1.36x |
| Charlesbank Fund IX Overage Allocation ProgramLPs: Michigan Municipal Employees' Retirement System, Florida State Board of Administration | 2004 | — | 19.4% | 1.39x | 0.47x |
| CHARLESBANK CREDIT OPP IIILPs: New York City Board of Education Retirement System | — | — | — | 0.73x | — |
Source: public limited-partner disclosures (CalPERS, CalSTRS). Net IRR / TVPI / DPI as reported by the limited partner; a fund's early-year IRR is an interim estimate (J-curve).
Frequently asked questions
- What sectors does Charlesbank Capital Partners focus on?
- Charlesbank Capital Partners focuses on Sector Agnostic.
- Where is Charlesbank Capital Partners located?
- Charlesbank Capital Partners is headquartered in Toronto, CA.
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Co-investors · 7
General Catalyst is a venture capital and investment firm that backs founders across industries, with a strong focus on AI-driven transformation, fintech, healthcare, and other sectors.
FJ Labs is a venture capital firm specializing in marketplaces and network-effect businesses, having built a large portfolio of marketplace startups with over 30 becoming unicorns.
Coatue Management is a technology-focused investment firm that invests across both public and private markets, with an active private portfolio of over 250 tech companies.
Spark Capital is a venture capital firm that backs founders across technology and consumer companies; it notably led Twitter's Series B in 2008.
Flybridge Capital Partners is an early-stage venture firm backing founders building AI-driven companies, from AI infrastructure and agentic business applications to entirely AI-native products.
Stellar Capital invests in founders building software, internet, and technology companies.
Wollef is a venture capital firm active in Latin America, known for partnering closely with founders and providing operational support and network access.
Firms observed investing alongside Charlesbank Capital Partners, from public investor directories.