CHARTER OAK ADVISORS LP

Overview

Charter Oak Advisors LP is a limited partnership that registered with the SEC in 2024 and operates as a hedge-fund manager serving institutional clients. The firm functions as a commodity pool operator/commodity trading adviser (CPO/CTA) and provides portfolio management for pooled investment vehicles; it also appears as a sponsor, general partner or managing member of those vehicles. Ownership is recorded as a domestic entity and individual. The firm’s compensation model combines a percentage-of-assets-under-management fee with performance-based fees, consistent with a hedge-fund operating structure. Charter Oak does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or primary capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices