Investment adviser · CRD 161737

CHARTER OAK EQUITY MANAGEMENT, LLC

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

CHARTER OAK EQUITY, LP

WESTPORT, CT, United States · Form ADV filed Mar 30, 2026

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

12 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CHARTER OAK LICAPLAST ACQUISITION LLCPrivate Equity Fund · Last reported Mar 30, 2026$6.37MGross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-6965862670
Reported beneficial owners
6
Minimum commitment
$0

Form ADV 2085016 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CHARTER OAK COMC ACQUISITION, LLCPrivate Equity Fund · Last reported Mar 30, 2016$3.9MGross asset value

Form D fundraising filings

Charter Oak CoMC Acquisition LLC

Feeder funds

  • COEM COMC LLC

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-2093935555
Reported beneficial owners
16
Minimum commitment
$0
Form D file number
021-137283

Form ADV 1003033 · Mar 30, 2016 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CHEMRES HOLDINGS LLCPrivate Equity Fund · Last reported Mar 24, 2022$2.67MGross asset value

Feeder funds

  • CHARTER OAK CHEMRES ACQUISITION LLC

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-3596578358
Reported beneficial owners
4
Minimum commitment
$0

Form ADV 1626229 · Mar 24, 2022 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CHARTER OAK AXIOMED LLCPrivate Equity Fund · Last reported Mar 28, 2014$2.44MGross asset value

Form D fundraising filings

Charter Oak AxioMed Acquisition, LLC

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-7509694734
Reported beneficial owners
20
Minimum commitment
$0
Form D file number
021-173699

Form ADV 809083 · Mar 28, 2014 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CHARTER OAK CYTOPHERX ACQUISITION II LLCPrivate Equity Fund · Last reported Mar 3, 2015$980KGross asset value

Form D fundraising filings

Charter Oak Cytopherx Acquisition II, LLC

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-8686747395
Reported beneficial owners
17
Minimum commitment
$0
Form D file number
021-168928

Form ADV 883959 · Mar 3, 2015 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CHARTER OAK CYTOPHERX ACQUISITION I LLCPrivate Equity Fund · Last reported Mar 3, 2015$879KGross asset value

Form D fundraising filings

Charter Oak Cytopherx Acquisition I, LLC

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-1297402128
Reported beneficial owners
13
Minimum commitment
$0
Form D file number
021-168713

Form ADV 883959 · Mar 3, 2015 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CHARTER OAK IDI ACQUISITION, LLCPrivate Equity Fund · Last reported Mar 23, 2021$765KGross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-5911957043
Reported beneficial owners
12
Minimum commitment
$0

Form ADV 1516985 · Mar 23, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

274 RIVERSIDE DR, 2ND FLOOR
WESTPORT, CT, 06880, United States

CRD 161737

Filing source

Form ADV 2085016 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.