CHARTER OAK ADVISORS LP

CRD 328387 · SEC 801-129605

Advisory firmLP

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

340 MADISON AVENUE, SUITE 1200A, NEW YORK, NY, 10173, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$403.9M

Discretionary AUM

$403.9M

Team

6 total employees; 4 advisory reps; 3 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Partnership

Filing date

2026-03-31

Disciplinary history

Services

Portfolio management (pooled vehicles)

Type	Clients	AUM
Pooled investment vehicles	5	$403.9M

Official SEC filing: View on IAPD