Charter Oak Equity
Charter Oak Equity is a private equity investor based in Westport, United States. It reports about $35m in private-fund assets across 4 private funds to the US Securities and Exchange Commission (Form ADV, October 2026).
Part of the 311 Institute Global Investors Directory (311institute.com). Last updated .
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Questions and answers
What kind of investor is Charter Oak Equity?
Charter Oak Equity is a private equity investor based in Westport, United States.
Where is Charter Oak Equity based?
Charter Oak Equity is headquartered in Westport, United States, according to its filing with the US Securities and Exchange Commission.
How much does Charter Oak Equity manage?
It reports about $35m in private-fund assets across 4 private funds to the US Securities and Exchange Commission (Form ADV, October 2026).
Source: US Securities and Exchange Commission adviser record (Form ADV and Form D filings), as of October 2026.
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