# CHARLESBRIDGE ADVISORS, LLC

CHARLESBRIDGE ADVISORS, LLC of DEDHAM, MA is an SEC-registered investment adviser.

## Registration

- CRD: 341159
- Type: SEC-registered investment adviser
- SEC file number: 801-136229
- Location: 888 WASHINGTON STREET, DEDHAM, MA, 02026
- Phone: (781) 682-3299
- Latest filing: 2026-07-30
- Clients: 4

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Robert Thomas Boon | CHIEF COMPLIANCE OFFICER | — |
| Kathryn Hersey | PRESIDENT & CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/341159/brochure
- Similar advisers: https://search.stillhousedata.com/firm/341159/similar
- Related entities: https://search.stillhousedata.com/firm/341159/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/341159

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.