| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Charter Oak Alta Master Fund LP | Hedge | $315M | $1M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Charter Oak Advisors GP LLC Control | General Partner | Under 5% | 2022 |
| Heath L Watkin Control | Managing Partner | Under 5% | 2022 |
| Hw Holdco I LLC Control | Limited Partner | Over 75% | 2022 |
Charter Oak Advisors LP reports $315 million in regulatory assets under management on its Form ADV.
Charter Oak Advisors LP manages 1 private funds with combined gross assets of $315 million.
Charter Oak Advisors LP reports 7 employees.
Charter Oak Advisors LP is based in New York, NY and has been SEC-registered since 2024.
Charter Oak Advisors LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 110 E. 25th Street, Suite 1200a, New York, NY 10010 |
| Phone | 212-404-2500 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $315M |
| Non-discretionary | $0 |
| Total (RAUM) | $315M |