CHARTER OAK EQUITY, LP
Doing business as CHARTER OAK EQUITY MANAGEMENT, LLC. SEC Form ADV profile.
Total regulatory AUM
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Discretionary
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Non-discretionary
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Firm details
- CRD number
- 161737
- SEC file number
- 802-74871
- Main office
- WESTPORT, CT, United States
- SEC status
- ERA - Active
- Website
- HTTP://WWW.CHARTEROAK-EQUITY.COM
- Fee structure
- Not reported
As of October 2026.