Charter Oak Equity LP
- Assets, Funds, Holdings
| Charter Oak Equity LP
|
| CRD # | 161737 |
| SEC # | 802-74871 |
| CIK # | |
| AUM |
|
| Employees |
|
| Fees | |
| Minimum |
|
| Phone | 203-221-4752 |
| Address | 274 Riverside Dr
Westport, CT 06880 |
| Source |
[IAPD]
[Website]
|
|
Total AUM ($)
|
|
|
| Type |
Form D Funds |
Date |
Sold |
AUM |
| PE |
Charter Oak CGA Acquisition LLC |
2023-03-29
|
|
2.4 M |
| PE |
Coe Home Care Holdings LLC |
2023-03-29
|
|
1.0 M |
| PE |
Coe-Tpeg Home Care Holdings LLC |
2023-03-29
|
|
25.2 M |
| PE |
Charter Oak Chemres Acquisition LLC |
2020-03-30
|
|
1.2 M |
| PE |
Chemres Holdings LLC |
2020-03-30
|
|
2.7 M |
| PE |
Charter Oak Licaplast Acquisition LLC |
2019-03-28
|
|
6.4 M |
| PE |
Charter Oak CT Acquisition LLC |
2018-03-28
|
|
0.8 M |
| PE |
Charter Oak SB Acquisition LLC |
2015-03-03
|
|
0.7 M |
| PE |
Charter Oak CG Acquisition LLC |
2014-03-28
|
|
0.6 M |
| PE |
Charter Oak EIKO Acquisition LLC |
2014-03-28
|
|
0.5 M |
| PE |
Charter Oak Axiomed LLC |
[2012-03-26]
|
1.1 M |
1.1 M |
|
Offered $3,052,000 · Filed 2012-02-21 (D) · Exemption 506 · Minimum $10,000 · Remaining $2,000,000 · Duration One year or less · Revenue Decline to Disclose
|
| PE |
Charter Oak BW Acquisition LLC |
2012-03-26
|
|
1.1 M |
| PE |
Charter Oak COMC Acquisition LLC |
[2012-03-26]
|
1.8 M |
3.9 M |
|
Offered $2,200,000 · Filed 2009-12-30 (D) · Exemption 506 · Minimum $50,000 · Remaining $400,000 · Duration One year or less · Revenue Decline to Disclose
|
| PE |
Charter Oak Cytopherx Acquisition II LLC |
[2012-03-26]
|
0.9 M |
0.9 M |
|
Offered $1,754,000 · Filed 2011-11-18 (D) · Exemption 506 · Minimum $5,000 · Remaining $877,000 · Duration More than one year · Revenue Decline to Disclose
|
| PE |
Charter Oak Cytopherx Acquisition I LLC |
[2012-03-26]
|
0.7 M |
0.7 M |
|
Offered $1,325,000 · Filed 2011-11-15 (D) · Exemption 506 · Minimum $50,000 · Remaining $662,500 · Duration More than one year · Revenue Decline to Disclose
|
| PE |
Charter Oak IDI Acquisition LLC |
2012-03-26
|
|
0.8 M |
| PE |
Charter Oak MG Acquisition LLC |
2012-03-26
|
|
0.6 M |
| PE |
Charter Oak SL Acquisition LLC |
2012-03-26
|
|
0.3 M |
| PE |
COEM COMC LLC |
2012-03-26
|
|
1.4 M |
| AUM Breakdown |
Accounts |
AUM ($) |
| 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 |
| Firm Profile (Form ADV) |
| Fund Types | Private Equity |
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