Charter Oak Equity Management
Private Equity Exempt reporting adviser
Legal name: Charter Oak Equity, LP
Westport, CT Website
AUM
$6.4M
Private fund assets
Private funds
4
Private Equity 4
Private fund assets
$6.4M
Gross asset value
Employees
—
Last Form D raise
—
From SEC Form ADV filing (filed Mar 30, 2026). View on SEC
People(3)
Owners and executive officers named on the firm's SEC Form ADV.
M
P
Z
Funds(4)
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 |
|---|---|---|---|---|---|---|
| Coe-Tpeg Home Care Holdings LLC | Private Equity | $25.2M | — | — | — | |
| Charter Oak Licaplast Acquisition LLC | Private Equity | $6.4M | — | — | — | |
| Charter Oak Cga Acquisition LLC | Private Equity | $2.4M | — | — | — | |
| Coe Home Care Holdings LLC | Private Equity | $1.0M | — | — | — |
Board seats(4)
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
Regulatory identifiers
- CRD number
- 161737
- SEC file number
- 802-74871
Sources
- SEC Form ADV Oct 14, 2026