Heath L Watkin is listed as Managing Partner at Charter Oak Advisors LP on SEC Form ADV.
Form ADV reports a beneficial ownership band of Under 5%.
| Title | Managing Partner |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2022 |
| Title | Member |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2022 |