CHARTER OAK PARTNERS MANAGEMENT, L.P.
CRD #156621 SEC #801-73749 WESTPORT, CT 203-226-7591
SEC Registered Private Funds
Total AUM
$364.2M
Discretionary
$364.2M
Employees
7
Clients
--
Accounts
5
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2014 | $332.2M | $332.2M | $0 | 6 | 1 |
| Sep 2013 | $323.2M | $323.2M | $0 | 7 | 1 |
| Apr 2013 | $364.2M | $364.2M | $0 | 7 | 1 |
| Mar 2013 | $364.2M | $364.2M | $0 | 7 | 1 |
| Feb 2012 | $297.3M | $297.3M | $0 | -- | 1 |
DateMar 2014
Total AUM$332.2M
Discretionary$332.2M
Non-Disc.$0
Employees6
Clients1
DateSep 2013
Total AUM$323.2M
Discretionary$323.2M
Non-Disc.$0
Employees7
Clients1
DateApr 2013
Total AUM$364.2M
Discretionary$364.2M
Non-Disc.$0
Employees7
Clients1
DateMar 2013
Total AUM$364.2M
Discretionary$364.2M
Non-Disc.$0
Employees7
Clients1
DateFeb 2012
Total AUM$297.3M
Discretionary$297.3M
Non-Disc.$0
Employees--
Clients1