CHARTER OAK ADVISORS LP
SEC Form ADV profile.
Total regulatory AUM
$403,922,461
Discretionary
$403,922,461
Non-discretionary
$0
Firm details
- CRD number
- 328387
- SEC file number
- 801-129605
- Main office
- NEW YORK, NY, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Performance-based
As of October 2026.