Charter Oak Advisors LP
Charter Oak Advisors LP is an SEC-registered asset manager in New York, NY with $403.9M assets under management (AUM, regulatory AUM), +28% over one year. See who owns Charter Oak Advisors LP: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 328387, SEC 801-129605, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $403.9M (2026-03-31)
- Firm type
- Asset Manager
- Location
- New York, NY
- Employees
- 6
- Clients
- 5
- CRD
- 328387
- Ownership
- WATKIN, HEATH, L; Walker, Bradford, C; CHARTER OAK ADVISORS GP LLC; HEATH WATKIN GST EXEMPT 2022 TRUST; Cook, Alan, J
How much AUM does Charter Oak Advisors LP have?
Charter Oak Advisors LP reported $403.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Charter Oak Advisors LP?
Disclosed owners and executives of Charter Oak Advisors LP include WATKIN, HEATH, L, Walker, Bradford, C, CHARTER OAK ADVISORS GP LLC, HEATH WATKIN GST EXEMPT 2022 TRUST, Cook, Alan, J. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.