Key facts
- Status: Acquired/Merged (Operating Subsidiary).
- ·Watchlist + deal alerts for Charter Oak Capital Management
- ·The full record, as it builds
Funding rounds
No funding rounds for Charter Oak Capital Management are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Charter Oak Capital Management
Provider of wealth management advisory services based in Portland, Maine. The company's services include comprehensive investment management, retirement planning, portfolio review, real-estate planning, pension plans and other financial planning that are tailored to clients' needs, enabling customers with a personalized plan for their goals and investments.
- Sector
- Financial Services
- HQ
- Portsmouth, NH, United States
- Employees
- 22
- Website
- charteroakcm.com/
- Ownership
- Acquired/Merged (Operating Subsidiary)
Charter Oak Capital Management doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Charter Oak Capital Management shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Charter Oak Capital Management in its N-PORT filings yet. We sweep new filings monthly.