CHARTER OAK EQUITY, LP
Legal name: CHARTER OAK EQUITY MANAGEMENT, LLC
CRD #161737 SEC #802-74871 WESTPORT, CT 203-221-4752
State Registered Exempt Reporting Private Funds
Total AUM
--
Discretionary
--
Employees
--
Clients
--
Accounts
--
Firm Details
- Organization Type
- --
- State of Formation
- --
- Fiscal Year End
- --
- Registration Date
- --
- Latest Filing
- Mar 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AVARI, ZUBIN | I | GENERAL PARTNER | C | Control |
| AVARI, ZUBIN | I | GENERAL PARTNER | C | Control |
| AVARI, ZUBIN | I | GENERAL PARTNER | C | Control |
| AVARI, ZUBIN | I | GENERAL PARTNER | C | Control |
| AVARI, ZUBIN | I | GENERAL PARTNER | C | Control |
| AVARI, ZUBIN | I | GENERAL PARTNER | C | Control |
| AVARI, ZUBIN | I | GENERAL PARTNER | C | Control |
| AVARI, ZUBIN | I | GENERAL PARTNER | C | Control |
| AVARI, ZUBIN | I | GENERAL PARTNER | C | Control |
| AVARI, ZUBIN | I | GENERAL PARTNER | C | Control |
| AVARI, ZUBIN | I | GENERAL PARTNER | C | Control |
| AVARI, ZUBIN | I | GENERAL PARTNER | C | Control |
| AVARI, ZUBIN | I | GENERAL PARTNER | C | Control |
| AVARI, ZUBIN | I | GENERAL PARTNER | C | Control |
| ROUGHAN, PAUL, EDWARD | I | MANAGING PARTNER | C | Control |
| ROUGHAN, PAUL, EDWARD | I | MANAGING PARTNER | C | Control |
| ROUGHAN, PAUL, EDWARD | I | MANAGING PARTNER | C | Control |
| ROUGHAN, PAUL, EDWARD | I | MANAGING PARTNER | C | Control |
| ROUGHAN, PAUL, EDWARD | I | MANAGING PARTNER | C | Control |
| ROUGHAN, PAUL, EDWARD | I | MANAGING PARTNER | C | Control |
| ROUGHAN, PAUL, EDWARD | I | MANAGING PARTNER | C | Control |
| ROUGHAN, PAUL, EDWARD | I | MANAGING PARTNER | C | Control |
| ROUGHAN, PAUL, EDWARD | I | MANAGING PARTNER | C | Control |
| ROUGHAN, PAUL, EDWARD | I | MANAGING PARTNER | C | Control |
| ROUGHAN, PAUL, EDWARD | I | MANAGING PARTNER | C | Control |
| ROUGHAN, PAUL, EDWARD | I | MANAGING PARTNER | C | Control |
| ROUGHAN, PAUL, EDWARD | I | MANAGING PARTNER | C | Control |
| ROUGHAN, PAUL, EDWARD | I | MANAGING PARTNER | C | Control |
| ULLMAN, MARK, DAVID | I | GENERAL PARTNER | C | Control |
| ULLMAN, MARK, DAVID | I | GENERAL PARTNER | C | Control |
| ULLMAN, MARK, DAVID | I | GENERAL PARTNER | C | Control |
| ULLMAN, MARK, DAVID | I | GENERAL PARTNER | C | Control |
| ULLMAN, MARK, DAVID | I | GENERAL PARTNER | C | Control |
| ULLMAN, MARK, DAVID | I | GENERAL PARTNER | C | Control |
| ULLMAN, MARK, DAVID | I | GENERAL PARTNER | C | Control |
| ULLMAN, MARK, DAVID | I | GENERAL PARTNER | C | Control |
| ULLMAN, MARK, DAVID | I | GENERAL PARTNER | C | Control |
| ULLMAN, MARK, DAVID | I | GENERAL PARTNER | C | Control |
| ULLMAN, MARK, DAVID | I | GENERAL PARTNER | C | Control |
| ULLMAN, MARK, DAVID | I | GENERAL PARTNER | C | Control |
| ULLMAN, MARK, DAVID | I | GENERAL PARTNER | C | Control |
| ULLMAN, MARK, DAVID | I | GENERAL PARTNER | C | Control |
Registrations
Federal
ERA
Mar 21, 2025 REGISTERED
Address
274 RIVERSIDE DR2ND FLOOR
WESTPORT, CT 06880
United States
Phone: 203-221-4752