# Charles River Wealth Management

Charles River Wealth Management is a Multi Family Office based in Burlington, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Burlington, United States
- **Region:** North America
- **Address:** Boston, MA, United States
- **Assets under management:** Undisclosed
- **Website:** charlesriverwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/kenan-nacar-cfp-35935b7

## Regulatory record

- **CRD number:** 288017
- **SEC file number:** 801-132125
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/288017

## About

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.

## Sectors

- Private Credit
- Real Estate
- Infrastructure
- Hedge Funds

## 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.

## Related profiles

- [Bush River Trust, LLC](https://altss.com/profile/bush-river-trust-llc)
- [CWPIM](https://altss.com/profile/cwpim)

---

Last updated: 2026-07-06T01:24:14.000Z

Canonical page: https://altss.com/profile/charles-river-wealth-management-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology