
Jared Pomerance
Vice President
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- Full Name
- Jared Pomerance
- Title
- Managing Director (promoted effective July 1, 2026; previously Principal) — *Vice President at Parthenon Capital in the stub data is his prior, pre-2022 role*
- Firm
- Charlesbank Capital Partners (formerly Parthenon Capital)
- Firm Type
- Private equity — middle-market control buyouts and growth capital *(not an angel/seed investor, contrary to the stub classification)*
- Investment Stage
- Buyout / growth equity / control investments *(the stub's "Seed Round / Angel Investors" appears to be an aggregator mis-tag)*
- Sector Focus
- Financial services — insurance, wealth management, and alternative assets; part of Charlesbank's Business & Consumer Services sector team
- Geographic Focus
- North America (U.S.)
- Location
- Boston, Massachusetts (lives in the Boston suburbs)
Background
Jared Pomerance is a Managing Director at Charlesbank Capital Partners, a Boston- and New York–based middle-market private equity firm. He is a member of the firm's Business & Consumer Services sector team and concentrates on the financial services sector, including insurance, wealth management, and alternative-asset businesses. Charlesbank announced his promotion to Managing Director (from Principal) effective July 1, 2026.
He joined Charlesbank in 2022 from Parthenon Capital, where he served as a Vice President focused on buyouts in financial services. This is the role reflected in the outdated stub data. Earlier in his career, he was a Vice President at Pamplona Capital and began in private equity as an Associate at Audax Group.
On the education side, Pomerance earned a BA in Economics, magna cum laude, from Middlebury College, and an MBA with high distinction from the Tuck School of Business at Dartmouth, where he was a Tuck Scholar and a recipient of the Willard M. Bollenbach Jr. 1949 scholarship. He lives in the Boston suburbs with his wife, three children (an older son and boy–girl twins), and their dog, and enjoys cycling, backcountry skiing, and hiking.
Investment Thesis & Focus
- Stage: Control buyouts and growth-oriented equity investments in the middle market — the Charlesbank flagship strategy — not seed or angel checks.
- Sector: Deep focus on financial services: insurance, wealth management, and alternative assets. His work sits within Charlesbank's broader Business & Consumer Services vertical.
- What makes a fit: Established, cash-generative middle-market financial-services businesses where a control or significant equity stake plus operational support can drive growth — consistent with Charlesbank's management-partnership, buyout-and-build approach.
- Geography: Primarily North American companies.
Notable Investments
- Overbay Capital Partners — secondaries / alternative-assets investment firm (current Charlesbank portfolio company).
- Perspective Financial Group — wealth management platform (current portfolio company).
- Rise Growth Partners — capital and strategic partner to registered investment advisors (RIAs) / wealth management (current portfolio company).
- StoneCastle Partners — financial-services / cash-management business; listed as a realized (exited) investment.
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