| Name | Title | Ownership | Since |
|---|---|---|---|
| Cindi Carbino Control | Cfo, Coo | Under 5% | 2025 |
| Emma K Bean | Partner, Senior Financial Advisor | 5-10% | 2024 |
| Jeffrey Scott Troiano Control | Managing Member/Chief Compliance Officer | 25-50% | 2002 |
Charter Oak Capital Management, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
Charter Oak Capital Management, LLC reports 24 employees.
Charter Oak Capital Management, LLC is based in Portsmouth, NH and has been SEC-registered since 2005.
Charter Oak Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | Two International Drive, Suite 325, Portsmouth, NH 03801 |
| Phone | 800-646-5720 |
| Fax | 866-289-0903 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.36B |
| Non-discretionary | $59.9M |
| Total (RAUM) | $1.42B |