CHARLESBRIDGE ADVISORS, LLC

CHARLESBRIDGE ADVISORS, LLC of DEDHAM, MA is an SEC-registered investment adviser (CRD 341159).

Registration

• CRD: 341159
• SEC file number: 801-136229
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 341159 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search