Charter Oak Advisors is an investment management firm that provides advisory services on a discretionary basis to privately offered pooled investment vehicles. The firm's investment objective is to deliver superior risk-adjusted returns by investing across asset classes, primarily focusing on investments in public companies and traded financial instruments.
Assets Under Management$320M
Clients6
AdvisorsN/A
Avg. per Client$53M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Charter Oak charges a management fee for its services, calculated quarterly based on the balance of each investor's capital account.
- For Class A Interests, the management fee is 1.50% annually.
- For Class B Interests, the management fee is also 1.50% annually.
The firm may waive, reduce, or calculate the management fee differently for certain investors. The Funds will also bear their own expenses.
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