Key facts
- Charter Oak Advisors is a hedge fund based in New York, New York.
- Charter Oak Advisors reports $83.1M in regulatory assets under management across 1 private fund, per its SEC Form ADV (2026-03).
About Charter Oak Advisors
Founded in 2022
Registered with the SEC
Form ADV · 2026-03 · CRD 328387- Regulatory AUM
- $83.1M
- Private fund assets
- $403.9M
- Private funds
- 1 · 1 hedge
- Staff
- 6
- Registered office
- NEW YORK, NY
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as CHARTER OAK ADVISORS LP).
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Portfolio
Portfolio — not yet on record
No portfolio companies for Charter Oak Advisors are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is Charter Oak Advisors's AUM?
- Charter Oak Advisors manages approximately $83.1M in assets.