Charter Oak Advisors LP
● SEC registered since 2024CRD 328387SEC# 801-129605New York, NY
Ranks #4,200 of 5,974 private fund managers by regulatory AUM.
Reg. AUM
$403.9M
Fund GAV
$403.9M
Private funds
1
Employees
6
Accounts
3
Location
New York, NY
About Charter Oak Advisors
Charter Oak Advisors is an opportunistic, concentrated, value-oriented investment firm seeking risk-adjusted returns through a flexible long-term mandate. It pursues pricing inefficiencies and catalysts across public markets with rigorous collaborative research.
Summary based on the firm’s website.
Charter Oak Advisors LP assets under management
Charter Oak Advisors LP is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2024. It reports $403.9 million in regulatory assets under management and employs 6 people. Charter Oak Advisors LP manages 1 private fund with combined gross assets of $403.9 million, including Charter Oak Alta Master Fund LP. By regulatory assets, it ranks 4,200 of 5,974 private fund managers.
Charter Oak Advisors LP private funds
1 funds · $403.9M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Charter Oak Alta Master Fund LP | Hedge | $403.9M | $1M |
Charter Oak Advisors LP owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charter Oak Advisors GP LLC Control | General Partner | Under 5% | 2022 |
| Heath L Watkin Control | Managing Partner | Under 5% | 2022 |
| Hw Holdco I LLC Control | Limited Partner | Over 75% | 2022 |
| Michael S Veetal Control | Chief Financial Officer | Under 5% | 2025 |
| Nancy Jacobson Paley Control | Chief Compliance Officer, Chief Operating Officer | Under 5% | 2023 |
| Alan J Cook Control | Trustee | — | 2022 |
| Heath L Watkin Control | Member | 50-75% | 2022 |
| Heath Watkin Gst Exempt 2022 Trust Control | Member | 50-75% | 2022 |
| Hw Holdco I LLC Control | Member | Over 75% | 2022 |
Frequently asked questions
How much does Charter Oak Advisors LP manage?
Charter Oak Advisors LP reports $403.9 million in regulatory assets under management on its Form ADV.
How many private funds does Charter Oak Advisors LP manage?
Charter Oak Advisors LP manages 1 private funds with combined gross assets of $403.9 million.
How many employees does Charter Oak Advisors LP have?
Charter Oak Advisors LP reports 6 employees.
Where is Charter Oak Advisors LP located?
Charter Oak Advisors LP is based in New York, NY and has been SEC-registered since 2024.
Does Charter Oak Advisors LP disclose fund performance?
Charter Oak Advisors LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 340 Madison Avenue, Suite 1200a, New York, NY 10173 |
| Phone | 212-404-2500 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$403.9M▲ 11%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,369 advisers
AUM vs fund managersTop 70%
Larger than 30% of 5,974 private-fund managers
Number of fundsTop 77%
More funds than 23% of fund managers
EmployeesTop 56%
More than 44% of 16,804 advisers
Assets under management
$403.9Mregulatory AUM
Discretionary $403.9M