CHARTER OAK ADVISORS LP
CRD #328387 SEC #801-129605 NEW YORK, NY 212-404-2500
SEC Registered Private Funds
Total AUM
$315M
Discretionary
$315M
Employees
7
Clients
--
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $315M | $315M | $0 | 7 | 3 |
| Jun 2025 | $315M | $315M | $0 | 7 | 3 |
| May 2025 | $315M | $315M | $0 | 7 | 3 |
| Apr 2025 | $315M | $315M | $0 | 7 | 3 |
| Mar 2025 | $365M | $365M | $0 | 7 | 3 |
| Dec 2024 | $225.7M | $225.7M | $0 | 7 | 3 |
| Jun 2024 | $225.7M | $225.7M | $0 | 7 | 3 |
DateDec 2025
Total AUM$315M
Discretionary$315M
Non-Disc.$0
Employees7
Clients3
DateJun 2025
Total AUM$315M
Discretionary$315M
Non-Disc.$0
Employees7
Clients3
DateMay 2025
Total AUM$315M
Discretionary$315M
Non-Disc.$0
Employees7
Clients3
DateApr 2025
Total AUM$315M
Discretionary$315M
Non-Disc.$0
Employees7
Clients3
DateMar 2025
Total AUM$365M
Discretionary$365M
Non-Disc.$0
Employees7
Clients3
DateDec 2024
Total AUM$225.7M
Discretionary$225.7M
Non-Disc.$0
Employees7
Clients3
DateJun 2024
Total AUM$225.7M
Discretionary$225.7M
Non-Disc.$0
Employees7
Clients3