Network·Family Office
📍 NEW YORK, NY
SEC CRD #801-129605
Charter Oak Advisors is an employee-owned investment firm based in New York that identifies unique opportunities through significant corporate or industry-level changes, employing a disciplined, research-driven process focused on event-driven special situations and asymmetric opportunities in public markets.
NANCY JACOBSON PALEY
CHIEF COMPLIANCE OFFICER
📞 (212) 404-2500
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AUM
$404M
Check Size
$340M–$340M
Location
NEW YORK, NY
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