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David L Katz

Managing DirectorCharlesbank Capital Partners, LLCCRD 4817705

About David L Katz

David L Katz is listed as Managing Director at Charlesbank Capital Partners, LLC in Boston, MA. Form ADV reports a beneficial ownership band of Under 5%. David L Katz is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Charlesbank Capital Partners, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does David L Katz work?

David L Katz is listed as Managing Director at Charlesbank Capital Partners, LLC on SEC Form ADV.

How much of Charlesbank Capital Partners, LLC does David L Katz own?

Form ADV reports a beneficial ownership band of Under 5%.

Charlesbank Capital Partners, LLC

TitleManaging Director
OwnershipUnder 5%
Control personYes
Since2021
View Charlesbank Capital Partners, LLC →

Financial Planning Concepts of America, Inc.

TitleManager
Ownership—
Control personYes
Since2020
View Financial Planning Concepts of America, Inc. →