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Building 2CHARTER OAK ADVISORS LP

Map pinNEW YORK, NY
Phone212-404-2500
NotebookSEC #801-129605
Total AUM
$403.9M
Employees
6
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
340 MADISON AVENUE
SUITE 1200A
NEW YORK
NY 10173
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
212-404-2500

ReceiptFinancials

Total AUM
$403.9M
Accounts
3
Discretionary
$403.9M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
5
AUM
$403.9M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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