Charter Oak Partners Management LP

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Assets, Funds, Holdings

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Charter Oak Partners Management LP
CRD #156621
SEC #801-73749
CIK #
AUM
Employees 6 (0% Investors, 0% Brokers)
Phone203-226-7591
Address10 Wright Street
Westport, CT 06880
Source [IAPD] [Website]
Total AUM ($M)
4003202401608002010201420192024
Type Form D Funds Date Sold ($M) AUM ($M)
HF Charter Oak Master Fund LP [2012-02-14] 41.5 19.6
HF Charter Oak Partners 2012-02-14 227.2
HF Charter Oak Partners II LP [2012-02-14] 16.9 31.9
Other COP SPV 2012-02-14 18.6
AUM Breakdown Accounts AUM ($M)
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 5 297.3
By Discretionary
Discretionary 5 297.3
Non-Discretionary 0 0.0
Total 5 297.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 297.3
Total 5 297.3
Form D Directors # Filings # Firms 2011 - 2025
Milton Pinsky 16
Martin Pinsky 14
David Gottlieb 5
Douglas Imber 4
Charter Oak Management GP LLC 2
Fine Partners LP 2
Jerrold Fine 2
Fine Partners LP Fine Partners LP 2
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