Updated:
Charles River Wealth Management
Charles River Wealth Management, LLC is an SEC-registered investment adviser in Burlington, MA, registered since 2025. The firm manages $110 million in...
Overview
Charles River Wealth Management, LLC is an SEC-registered investment adviser in Burlington, MA, registered since 2025. The firm manages $110 million in assets, with $109 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Burlington
Corporate office
Boston, MA, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Charles River Wealth Management?
The firm does not publicly disclose its senior investment team. Public records indicate it operates as a registered investment adviser (RIA) in Massachusetts, but named principals are not available on the firm's website or in regulatory filings.
Does Charles River Wealth Management participate in fund commitments or only direct deals?
The firm participates in both fund commitments and direct co-investments, according to its service offerings. This hybrid structure is common among multi-family offices seeking to balance diversification with control over specific assets.
What investment stages does Charles River Wealth Management typically target?
The firm targets private credit, real estate, infrastructure, and hedge funds — asset classes that span growth-stage and income-oriented strategies. It does not publicly specify a particular investment stage such as venture capital or buyout.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Charles River Wealth Management in Altss
Explore available research and relationship coverage for this adviser in Altss.