Charlesbank Equity Fund

Charlesbank Equity Fund IX Overage Program LP

NET IRR

7.5%

TVPI

1.29x

DPI

0.76x

COMMITMENT

$20M

LP SOURCES

11

CROSS-REFERENCE TABLE

LP SOURCEAS OFCOMMITMENTPAID INNET IRRTVPIDPIDOC
Florida SBA2025-06-30$20M$20.8M7.5%1.29x0.76xSOURCE ↗
Florida SBA2025-03-31$20M$20.8M7.7%1.30x0.76xSOURCE ↗
Florida SBA2024-12-31$20M$20.8M7.8%1.29x0.76xSOURCE ↗
Florida SBA2024-09-30$20M$20.8M8.0%1.29x0.62xSOURCE ↗
Florida SBA2024-06-30$20M$20.8M7.6%1.26x0.62xSOURCE ↗
Florida SBA2024-03-31$20M$20.7M8.4%1.28x0.63xSOURCE ↗
Florida SBA2023-12-31$20M$20.6M8.6%1.28x0.62xSOURCE ↗
Florida SBA2023-09-30$20M$20.6M12.2%1.40x0.47xSOURCE ↗
Florida SBA2022-09-30$20M$20.6M15.6%1.40x0.47xSOURCE ↗
Florida SBA2022-06-30$20M$20.6M15.2%1.35x0.47xSOURCE ↗
Florida SBA2022-03-31$20M$20.6M16.6%1.36x0.47xSOURCE ↗