Charter Oak Equity LP

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Assets, Funds, Holdings

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Charter Oak Equity LP
CRD #161737
SEC #802-74871
CIK #
AUM
Employees
Phone203-221-4752
Address274 Riverside Dr
Westport, CT 06880
Source [IAPD] [Website]
Total AUM ($)
1.00.80.60.40.20.02011201620212026
Type Form D Funds Date Sold ($M) AUM ($M)
PE Charter Oak CGA Acquisition LLC 2023-03-29 2.4
PE Coe Home Care Holdings LLC 2023-03-29 1.0
PE Coe-Tpeg Home Care Holdings LLC 2023-03-29 25.2
PE Charter Oak Chemres Acquisition LLC 2020-03-30 1.2
PE Chemres Holdings LLC 2020-03-30 2.7
PE Charter Oak Licaplast Acquisition LLC 2019-03-28 6.4
PE Charter Oak CT Acquisition LLC 2018-03-28 0.8
PE Charter Oak SB Acquisition LLC 2015-03-03 0.7
PE Charter Oak CG Acquisition LLC 2014-03-28 0.6
PE Charter Oak EIKO Acquisition LLC 2014-03-28 0.5
View All
AUM Breakdown Accounts AUM ($)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
Form D Directors # Filings # Firms 2011 - 2025
Mark Ullman 12
Paul Roughan 3
Managing Member Charter Oak Equity Management LLC 2
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