Charter Oak Advisors LP

Overview

Charter Oak Advisors LP is a limited partnership structured as a hedge fund that serves institutional clients. The firm is registered with the SEC (registered in 2024) and operates as a commodity pool operator/commodity trading adviser and as sponsor/GP/managing member of pooled investment vehicles. Its advisory work is concentrated on portfolio management for pooled vehicles rather than on direct retail advisory. Fee arrangements include both a percentage-of-AUM charge and performance-based fees. The firm is not positioned as an ESG investor and is not a multi-state adviser.

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Public Holdings

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Location & Offices