Charter Oak Capital Management is based in Portsmouth, New Hampshire and has $614.1 million in assets under management.
|Type of client||Clients||AUM||Percent of total AUM||Average investment size|
|High net worth individuals||170||$323,947,668||53%||$1,905,575|
Charter Oak Capital Management makes money through the following ways:
Charter Oak Capital Management provides the following services:
|Legal structure||Limited Liability Company|
|Legal governance||Delaware, United States|
|Latest ADV filing date||March 27, 2020|