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SEC Form ADV

CHARTER OAK EQUITY MANAGEMENT, LLC

Registered Investment AdviserCTERA
$35.0M
Assets Under Management
4
Total Clients
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Registration Details

Accession
crd-161737
Location
WESTPORT, CT
Filing Date
March 30, 2026
AUM
$35.0M
Total Clients
4
Amendment
No
SEC EDGAR
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Client Types

PE Funds

Investment Strategies

ERA

Private Funds

4 private funds reported on Form ADV Schedule D 7.B.1, $35.0M in combined gross assets.

  • COE-TPEG HOME CARE HOLDINGS LLCPrivate Equity FundMaster Fund$25.2M
  • CHARTER OAK LICAPLAST ACQUISITION LLCPrivate Equity Fund$6.4M
  • CHARTER OAK CGA ACQUISITION LLCPrivate Equity Fund$2.4M
  • COE HOME CARE HOLDINGS LLCPrivate Equity FundMaster Fund$1.0M

About this Adviser

CHARTER OAK EQUITY MANAGEMENT, LLC is a registered investment adviser headquartered in WESTPORT, CT, managing approximately $35.0M in assets across 4 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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