Charter Oak Advisors
Charter Oak Advisors is a venture manager in New York, NY. It is registered with the SEC as an investment adviser with $403.9M in regulatory assets and 6 staff. It has 1 fund on file, the latest reported in December 2022.
Funds on file
1
Raised, all funds
$144.9M
Regulatory assets
$403.9M
Staff
6
Pension investors
None found
See the adviser's own filing →
Latest fund filing
Funds
DateFundTypeRaisedTarget
Adviser record
RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$403.9M
Employees6
Clients5 private funds.
Control personsAlan, J Cook, Nancy, Jacobson Paley, Bradford, C Walker, Heath, L Watkin.
Private funds1 private funds holding $225.7M in gross assets.
Private funds it reports
FundTypeGross assets
Charter Oak Alta Master Fund
Hedge fund
$225.7M