RIA Intelligence

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

Firm Details

Organization Type
Limited Partnership
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 28, 2013
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CHARTER OAK GP, LLCDEGENERAL PARTNERNA Control
CHARTER OAK GP, LLCDEGENERAL PARTNERNA Control
CHARTER OAK GP, LLCDEGENERAL PARTNERNA Control
CHARTER OAK GP, LLCDEGENERAL PARTNERNA Control
CHARTER OAK GP, LLCDEGENERAL PARTNERNA Control
CONNORS, CRAIG, ANDREWICHIEF FINANCIAL OFFICERNA Control
CONNORS, CRAIG, ANDREWICHIEF FINANCIAL OFFICERNA Control
CONNORS, CRAIG, ANDREWICHIEF FINANCIAL OFFICERNA Control
CONNORS, CRAIG, ANDREWICHIEF FINANCIAL OFFICERNA Control
CONNORS, CRAIG, ANDREWICHIEF FINANCIAL OFFICERNA Control
CRISCI, JEANNE, MARIEICHIEF COMPLIANCE OFFICERNA Control
CRISCI, JEANNE, MARIEICHIEF COMPLIANCE OFFICERNA Control
CRISCI, JEANNE, MARIEICHIEF COMPLIANCE OFFICERNA Control
CRISCI, JEANNE, MARIEICHIEF COMPLIANCE OFFICERNA Control
CRISCI, JEANNE, MARIEICHIEF COMPLIANCE OFFICERNA Control
FINE, JERROLD, NORMANIPARTNERC Control
FINE, JERROLD, NORMANIPARTNERC Control
FINE, JERROLD, NORMANIPARTNERC Control
FINE, JERROLD, NORMANIPARTNERC Control
FINE, JERROLD, NORMANIPARTNERC Control
ZISKIN, DEBORAH, JUDITHIPARTNERC Control
ZISKIN, DEBORAH, JUDITHIPARTNERC Control
ZISKIN, DEBORAH, JUDITHIPARTNERC Control
ZISKIN, DEBORAH, JUDITHIPARTNERC Control
ZISKIN, DEBORAH, JUDITHIPARTNERC Control
PICKER, MICHELLE, ILENEIPARTNERB Control
PICKER, MICHELLE, ILENEIPARTNERB Control
PICKER, MICHELLE, ILENEIPARTNERB Control
PICKER, MICHELLE, ILENEIPARTNERB Control
PICKER, MICHELLE, ILENEIPARTNERB Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
FINE, JERROLD, NORMANICHARTER OAK GP, LLCE Control
FINE, JERROLD, NORMANICHARTER OAK GP, LLCE Control
FINE, JERROLD, NORMANICHARTER OAK GP, LLCE Control
FINE, JERROLD, NORMANICHARTER OAK GP, LLCE Control
FINE, JERROLD, NORMANICHARTER OAK GP, LLCE Control

Registrations

Federal

IA
Mar 28, 2013 REGISTERED

Notice Filings (1)

CT

Address

10 WRIGHT STREET
SUITE 210
WESTPORT, CT 06880
United States
Phone: 203-226-7591