CHARTER OAK ADVISORS LP
SEC RegisteredWelcome to Charter Oak Advisors
About the firm
Charter Oak is an opportunistic, concentrated, value-oriented investment firm that seeks to deliver superior risk-adjusted returns through a long-term and flexible investment mandate. The firm is employee-owned and based in New York, NY, and looks beyond short-term conventional thinking to pursue asymmetric opportunities spanning public markets.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Opportunistic, concentrated, value-oriented investing across public markets, including event driven special situations and deep value investments, with a disciplined investment process aimed at identifying unique opportunities resulting from significant changes at the corporate or industry level
Who they serve
Investors seeking superior outcomes and strong risk-adjusted returns over multiple market cycles
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 5 | $404M |
3 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CHARTER OAK ADVISORS LP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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