Heath L Watkin
Managing PartnerCharter Oak Advisors LPCRD 7823950
About Heath L Watkin
Heath L Watkin is listed as Managing Partner at Charter Oak Advisors LP in New York, NY. Form ADV reports a beneficial ownership band of Under 5%. Heath L Watkin is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Charter Oak Advisors LP
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Heath L Watkin work?
Heath L Watkin is listed as Managing Partner at Charter Oak Advisors LP on SEC Form ADV.
How much of Charter Oak Advisors LP does Heath L Watkin own?
Form ADV reports a beneficial ownership band of Under 5%.
Charter Oak Advisors LP
| Title | Managing Partner |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2022 |
Charter Oak Advisors LP
| Title | Member |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2022 |