RIA Intelligence

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

Firm Details

Organization Type
Limited Partnership
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 11, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CHARTER OAK ADVISORS GP LLCDEGENERAL PARTNERNA Control
CHARTER OAK ADVISORS GP LLCDEGENERAL PARTNERNA Control
CHARTER OAK ADVISORS GP LLCDEGENERAL PARTNERNA Control
CHARTER OAK ADVISORS GP LLCDEGENERAL PARTNERNA Control
CHARTER OAK ADVISORS GP LLCDEGENERAL PARTNERNA Control
CHARTER OAK ADVISORS GP LLCDEGENERAL PARTNERNA Control
CHARTER OAK ADVISORS GP LLCDEGENERAL PARTNERNA Control
CHARTER OAK ADVISORS GP LLCDEGENERAL PARTNERNA Control
CHARTER OAK ADVISORS GP LLCDEGENERAL PARTNERNA Control
CHARTER OAK ADVISORS GP LLCDEGENERAL PARTNERNA Control
PALEY, NANCY, JACOBSONICHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICERNA Control
PALEY, NANCY, JACOBSONICHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICERNA Control
PALEY, NANCY, JACOBSONICHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICERNA Control
PALEY, NANCY, JACOBSONICHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICERNA Control
PALEY, NANCY, JACOBSONICHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICERNA Control
PALEY, NANCY, JACOBSONICHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICERNA Control
PALEY, NANCY, JACOBSONICHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICERNA Control
PALEY, NANCY, JACOBSONICHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICERNA Control
PALEY, NANCY, JACOBSONICHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICERNA Control
PALEY, NANCY, JACOBSONICHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICERNA Control
VEETAL, MICHAEL, SICHIEF FINANCIAL OFFICERNA Control
WATKIN, HEATH, LIMANAGING PARTNERNA Control
WATKIN, HEATH, LIMANAGING PARTNERNA Control
WATKIN, HEATH, LIMANAGING PARTNERNA Control
WATKIN, HEATH, LIMANAGING PARTNERNA Control
WATKIN, HEATH, LIMANAGING PARTNERNA Control
WATKIN, HEATH, LIMANAGING PARTNERNA Control
WATKIN, HEATH, LIMANAGING PARTNERNA Control
WATKIN, HEATH, LIMANAGING PARTNERNA Control
WATKIN, HEATH, LIMANAGING PARTNERNA Control
WATKIN, HEATH, LIMANAGING PARTNERNA Control
Walker, Bradford, CIMANAGING PARTNERNA Control
Walker, Bradford, CIMANAGING PARTNERNA Control
Walker, Bradford, CIMANAGING PARTNERNA Control
Walker, Bradford, CIMANAGING PARTNERNA Control
Walker, Bradford, CIMANAGING PARTNERNA Control
Walker, Bradford, CIMANAGING PARTNERNA Control
Walker, Bradford, CIMANAGING PARTNERNA Control
HW HOLDCO I LLCDELIMITED PARTNERE Control
HW HOLDCO I LLCDELIMITED PARTNERE Control
HW HOLDCO I LLCDELIMITED PARTNERE Control
BCW HOLDCO LLCDELIMITED PARTNERD Control
BCW HOLDCO LLCDEOWNERD Control
BCW HOLDCO LLCDELIMITED PARTNERD Control
BCW HOLDCO LLCDELIMITED PARTNERD Control
BCW HOLDCO LLCDELIMITED PARTNERD Control
BCW HOLDCO LLCDELIMITED PARTNERD Control
BCW HOLDCO LLCDELIMITED PARTNERD Control
HW HOLDCO I LLCDELIMITED PARTNERD Control
HW HOLDCO I LLCDEOWNERD Control
HW HOLDCO I LLCDELIMITED PARTNERD Control
HW HOLDCO I LLCDELIMITED PARTNERD Control
HW HOLDCO I LLCDELIMITED PARTNERD Control
HW HOLDCO I LLCDELIMITED PARTNERD Control
HW HOLDCO I LLCDELIMITED PARTNERD Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
Cook, Alan, JIHEATH WATKIN GST EXEMPT 2022 TRUSTF Control
Cook, Alan, JIHEATH WATKIN GST EXEMPT 2022 TRUSTF Control
Cook, Alan, JIHEATH WATKIN GST EXEMPT 2022 TRUSTF Control
Walker, Bradford, CIBCW HOLDCO LLCE Control
Walker, Bradford, CIBCW HOLDCO LLCE Control
Walker, Bradford, CIBCW HOLDCO LLCE Control
Walker, Bradford, CIBCW HOLDCO LLCE Control
BCW HOLDCO LLCDECHARTER OAK ADVISORS GP LLCD Control
BCW HOLDCO LLCDECHARTER OAK ADVISORS GP LLCD Control
BCW HOLDCO LLCDECHARTER OAK ADVISORS GP LLCD Control
BCW HOLDCO LLCDECHARTER OAK ADVISORS GP LLCD Control
HEATH WATKIN GST EXEMPT 2022 TRUSTDEHW HOLDCO I LLCD Control
HEATH WATKIN GST EXEMPT 2022 TRUSTDEHW HOLDCO I LLCD Control
HEATH WATKIN GST EXEMPT 2022 TRUSTDEHW HOLDCO I LLCD Control
HEATH WATKIN GSTEXEMPT 2022 TRUSTDEHW HOLDCO I LLCD Control
HW HOLDCO I LLCDECHARTER OAK ADVISORS GP LLCD Control
HW HOLDCO I LLCDECHARTER OAK ADVISORS GP LLCD Control
HW HOLDCO I LLCDECHARTER OAK ADVISORS GP LLCD Control
HW HOLDCO I LLCDECHARTER OAK ADVISORS GP LLCD Control
WATKIN, HEATH, LIHW HOLDCO I LLCD Control
WATKIN, HEATH, LIHW HOLDCO I LLCD Control
WATKIN, HEATH, LIHW HOLDCO I LLCD Control
WATKIN, HEATH, LIHW HOLDCO I LLCD Control

Registrations

Federal

IA
Dec 11, 2025 REGISTERED

Notice Filings (1)

NY

Address

340 MADISON AVENUE
SUITE 1200A
NEW YORK, NY 10173
United States
Phone: 212-404-2500