RIA Intel›Advisers›Connecticut›CHARTER OAK PARTNERS MANAGEMENT, L.P.

CHARTER OAK PARTNERS MANAGEMENT, L.P.

Advisory

N·WESTPORT, CT

Data as of Mar 25, 2014 · Source: SEC Form ADV

Total AUM
$332M
1-Year AUM Growth
-8.8%
3-Year CAGR
+0.2%
Employees
3
Assets Under Management
Total AUM$332M
Discretionary AUM$332M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees3
Investment Advisers6
Employee Growth (1Y)—
Filing History
Total Filings on Record5
First FilingFeb 14, 2012
Latest FilingMar 25, 2014
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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