Charlesbridge Advisors, LLC

● SEC registered since 2026CRD 341159SEC# 801-136229Dedham, MA

Export (members)

Reg. AUM

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Employees

Accounts

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Location

Dedham, MA

Charlesbridge Advisors, LLC assets under management

Charlesbridge Advisors, LLC is a registered investment adviser overseen by the SEC based in Dedham, MA. The firm has been registered since 2026. It employs 4 people.

www.linkedin.com/company/charlesbridge-advisors View on SEC.gov ↗

Charlesbridge Advisors, LLC owners & executives

3 reported

Name	Title	Ownership	Since
Charlesbridge, Mhc Control	Holding Company	Over 75%	2026
Kathryn Hersey Control	President & Chief Investment Officer	Under 5%	2026
Robert Thomas Boon Control	Chief Compliance Officer	Under 5%	2026

Frequently asked questions

How many employees does Charlesbridge Advisors, LLC have?

Charlesbridge Advisors, LLC reports 4 employees.

Where is Charlesbridge Advisors, LLC located?

Charlesbridge Advisors, LLC is based in Dedham, MA and has been SEC-registered since 2026.

Does Charlesbridge Advisors, LLC disclose fund performance?

Charlesbridge Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address	888 Washington Street, Dedham, MA 02026
Phone	(781) 682-3299
Fax	N/A
Office hours	8:30 a.m. - 5:00 p.m.
SEC region	Boston Regional Office (BRO)
Discloses disciplinary history	No