Form D · Hedge Fund

CHARTER OAK PARTNERS

Westport, CT · CIK 0000755696

Offering snapshot reported Feb 10, 2014 · SEC filing

Reported sold
$309M
Indefinite offering
Investors reported
94
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Oct 1, 1976
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$158M$315MFeb 3, 2010: $300,101,889.00Feb 3, 2010Feb 8, 2010: $300,101,889.00Feb 3, 2011: $300,101,889.00Feb 3, 2011Feb 8, 2012: $315,101,889.00Feb 8, 2012Feb 8, 2013: $309,166,463.00Feb 8, 2013Feb 10, 2014: $309,466,463.00Feb 10, 2014

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 10, 2014Amendment$309,466,463No comparison94SEC filing
Feb 8, 2013Amendment$309,166,463No comparison94SEC filing
Feb 8, 2012Amendment$315,101,889No comparison92SEC filing
Feb 3, 2011Amendment$300,101,889No comparison91SEC filing
Feb 8, 2010Amendment$300,101,889No comparison91SEC filing
Feb 3, 2010Amendment$300,101,889No comparison91SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-75569-6B

Source: Form D, filed Feb 10, 2014. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Charter Oak Management Gp Llc Charter Oak Management Gp Llc Executive
Charter Oak Management Gp Llc Executive
Jerrold N. Fine Executive
Fine Partners, L.P. Fine Partners, L.P. Executive
Fine Partners, L.P. Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
10 Wright St 2 Nd Floor
Westport, CT, 06880