Feedback
Share
Link
Link copied!
Fund Codex
Charter Oak Capital Management
Find a fund
Explore
Search
Fund Codex
More
About Fund Codex
Copyright © 2022 FundCodex.com and Fund Codex. All Rights Reserved.

All content on this website ("the Site") is the property of Fund Codex. The collection and assembly of content on this Site are the exclusive property of Fund Codex and are protected by copyright and other intellectual property laws.

Charter Oak Capital Management Share
Link
Link copied!

Table of Contents
Map Loading...
Overview Share
Link
Link copied!
Back to Top
Portsmouth, New Hampshire
$614.1 million AUM
4 offices

Charter Oak Capital Management is based in Portsmouth, New Hampshire and has $614.1 million in assets under management.

Location
Two International Drive
Suite 325
Portsmouth, NH 03801
$614.1 million
AUM
17
Employees
AUM Share
Link
Link copied!
Back to Top
$614,094,158
Assets under management
3,168 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 918 $287,111,065 47% $312,757
High net worth individuals 170 $323,947,668 53% $1,905,575
Charitable organizations 8 $3,035,425 0% $379,428
Employees Share
Link
Link copied!
Back to Top
17
Employees
10
Investment analysts
59% of total employees
AUM per employee Share
Link
Link copied!
Back to Top
$614,094,158
Assets under management
$36,123,186
AUM per employee
$61,409,416
AUM per investment analyst
About Share
Link
Link copied!
Back to Top
Compensation

Charter Oak Capital Management makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Charter Oak Capital Management provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
Business activities
  • Registered representative of a broker-dealer
  • Insurance broker or agent
Firm data Share
Link
Link copied!
CRD number 120,870
SEC number 801-64808
Legal structure Limited Liability Company
Legal governance Delaware, United States
Latest ADV filing date March 27, 2020

Other Funds

See all...
East West Global, LLC
Fund: Under $1 billion
CLS Investments, LLC
Fund: $9,469,293,458
Nnip Advisors B.V.
Fund: $3,377,119,985
DST Managers V. Limited
Fund: Under $1 billion

Other Funds

See all...
Dhandho Funds LLC
Fund: Under $1 billion
Westport Capital Partners LLC
Fund: $3,076,720,714
Templeton Investment Counsel, LLC
Fund: $21,795,828,828
Abrams Capital Management, L.P.
Fund: $10,071,437,898
KA Credit Advisors, LLC
Fund: Under $1 billion
Unbundled Capital LLC
Fund: Under $1 billion
O'Brien-Staley Partners
Fund: $1,365,093,511

All of Fund Codex

See all...

Similar Funds to Charter Oak Capital Management

See all...
Angel Oak Capital Partners Ii, LLC
Fund: Under $1 billion
Charter Oak Equity Management, LLC
Fund: Under $1 billion
Black Oak Capital Management, LLC
Fund: Under $1 billion
Charter Venture Capital
Fund: Under $1 billion
Charter Oak Capital Management
Fund: $614,094,158
White Oak Capital Partners Pte. LTD.
Fund: Under $1 billion
Post Oak Energy Capital, LP
Fund: Under $1 billion
Charles-Lim Capital Limited
Fund: Under $1 billion