Charles Phillips

Managing Director & Portfolio Manager

Charles Phillips has over 15 years of experience investing in the debt and equity of middle-market manufacturing and service companies, including extensive experience in dealing with both private public financings. Mr. Phillips is a Managing Director of Saratoga Investment Advisors, LLC, the Company’s investment adviser, and is responsible for portfolio management and oversight. Mr. Phillips is also a Managing Director of Saratoga Partners, a middle market private equity investment firm, and has served as a director of a number of Saratoga Partners’ portfolio companies in addition to originating, structuring, negotiating, consummating, managing and monitoring middle market investments.

Prior to joining Saratoga Partners in 1997, Mr. Phillips worked in Dillon Read’s corporate finance department, where he was involved in mergers and acquisitions, advisory and capital markets assignments in a variety of industries industries, including packaged foods, consumer products, cable television, energy and education. Prior experience includes McCown De Leeuw & Co., a corporate buyout firm.

Mr. Phillips graduated with an AB from Harvard College and earned an MBA from Harvard Business School.


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(212) 906-7365
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