CHARTER OAK ADVISORS LP
New York, United States · CRD 328387
SEC-registered investment adviser since 2024 · limited partnership. It files no 13F, so there are no holdings to show.
- Assets managed$403.9m
- Main clients (by assets)Private funds 100%
- Private funds1 · $403.9m gross assets
- Websitecharteroakadvisors.com
- Form ADV · 2026-03-31SEC adviser record
- Kindhedge funds, futures
- Others nearbyNew York, NY
As an employer
- Staff (Form ADV)6 · 4 in investment roles
- Offices in1 country
- Private fundshedge 1