PPrivate Fund Data Log in Join · $37/mo

Emma K Bean

Partner, Senior Financial AdvisorCharter Oak Capital Management, LLCCRD 6279282

About Emma K Bean

Emma K Bean is listed as Partner, Senior Financial Advisor at Charter Oak Capital Management, LLC in Portsmouth, NH. Form ADV reports a beneficial ownership band of 5-10%.

Reported ownership

Owns 5-10% of Charter Oak Capital Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Emma K Bean work?

Emma K Bean is listed as Partner, Senior Financial Advisor at Charter Oak Capital Management, LLC on SEC Form ADV.

How much of Charter Oak Capital Management, LLC does Emma K Bean own?

Form ADV reports a beneficial ownership band of 5-10%.

Charter Oak Capital Management, LLC

TitlePartner, Senior Financial Advisor
Ownership5-10%
Control personNo
Since2024
View Charter Oak Capital Management, LLC →