Charter Oak Advisors LP

Overview

Charter Oak Advisors LP is a limited partnership operating as a hedge fund manager focused on institutional investors. The firm is registered with the SEC, having completed SEC registration in 2024. It serves as a commodity pool operator/commodity trading advisor and provides portfolio management for pooled investment vehicles; it also functions in sponsor/GP and managing-member roles for pooled vehicles it runs. Fee arrangements include a percentage-of-AUM management fee plus performance-based fees. The firm does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives