Charter Oak Advisors
Hedge Fund SEC-registered adviser
Legal name: Charter Oak Advisors LP
AUM
$403.9M
Regulatory AUM
Private funds
1
Hedge Fund 1
Private fund assets
$403.9M
Gross asset value
Employees
6
Last Form D raise
—
From SEC Form ADV filing (filed Mar 31, 2026). View on SEC
People(2)
Owners and executive officers named on the firm's SEC Form ADV.
A
H
Funds(1)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Charter Oak Alta Master Fund LP | Hedge Fund | $403.9M | — | — | — |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 328387
- SEC file number
- 801-129605
Sources
- SEC Form ADV Oct 14, 2026