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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

CHARTER OAK EQUITY MANAGEMENT, LLC

CHARTER OAK EQUITY, LP, CRD 161737

WESTPORT, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4f8793aa-ef02-0c71-fe26-02e1aca7df31

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 0
On other graphs: 2
Observed: Mar 30, 2026 to Mar 30, 2026
1 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Charter Oak Equity Management, LLC

Private equity manager · shared crd

Independent Sponsorsidentity

Charter Oak Equity Management, LLC

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Offices: 0Schedule D 1.F, beyond the principal office
SEC number: 802-74871
CRD: 161737
Filings on the tape: 1
First filed: Mar 30, 2026
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, DE
Website: charteroak-equity.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
COE-TPEG HOME CARE HOLDINGS LLC	Private Equity Fund	$25.2M	Mar 20, 2024	2	Mar 29, 2023	reported	n/a
CHARTER OAK LICAPLAST ACQUISITION LLC	Private Equity Fund	$6.4M	Mar 20, 2024	6	Mar 28, 2019	reported	n/a
CHARTER OAK COMC ACQUISITION, LLC	Private Equity Fund	$3.9M	Mar 30, 2016	16	Mar 26, 2012	dropped	021-137283
CHEMRES HOLDINGS LLC	Private Equity Fund	$2.7M	Mar 24, 2022	4	Mar 30, 2020	dropped	n/a
CHARTER OAK AXIOMED LLC	Private Equity Fund	$2.4M	Mar 28, 2014	20	Mar 26, 2012	dropped	021-173699
CHARTER OAK CGA ACQUISITION LLC	Private Equity Fund	$2.4M	Mar 20, 2024	4	Mar 29, 2023	reported	n/a
COEM COMC LLC	Private Equity Fund	$1.4M	Mar 30, 2016	4	Mar 26, 2012	dropped	n/a
CHARTER OAK CHEMRES ACQUISITION LLC	Private Equity Fund	$1.2M	Mar 24, 2022	6	Mar 30, 2020	dropped	n/a
CHARTER OAK BW ACQUISITION LLC	Private Equity Fund	$1.1M	Mar 28, 2017	4	Mar 26, 2012	dropped	n/a
COE HOME CARE HOLDINGS LLC	Private Equity Fund	$1.0M	Mar 20, 2024	4	Mar 29, 2023	reported	n/a
CHARTER OAK CYTOPHERX ACQUISITION II LLC	Private Equity Fund	$979,761	Mar 3, 2015	17	Mar 26, 2012	dropped	021-168928
CHARTER OAK CYTOPHERX ACQUISITION I LLC	Private Equity Fund	$879,237	Mar 3, 2015	13	Mar 26, 2012	dropped	021-168713
CHARTER OAK IDI ACQUISITION, LLC	Private Equity Fund	$765,000	Mar 23, 2021	12	Mar 26, 2012	dropped	n/a
CHARTER OAK CT ACQUISITION LLC	Private Equity Fund	$750,000	Mar 28, 2018	3	Mar 28, 2018	dropped	n/a
CHARTER OAK SB ACQUISITION LLC	Private Equity Fund	$694,444	Mar 24, 2022	4	Mar 3, 2015	dropped	n/a
CHARTER OAK CG ACQUISITION LLC	Private Equity Fund	$635,600	Mar 28, 2017	4	Mar 28, 2014	dropped	n/a
CHARTER OAK EIKO ACQUISITION LLC	Private Equity Fund	$500,000	Mar 28, 2018	4	Mar 28, 2014	dropped	n/a
CHARTER OAK SL ACQUISITION LLC	Private Equity Fund	$325,000	Mar 28, 2018	3	Mar 26, 2012	dropped	n/a
CHARTER OAK MG ACQUISITION LLC	Private Equity Fund	$0	Mar 28, 2014	4	Mar 26, 2012	dropped	n/a

Relationships

Advises (19)

→ CHARTER OAK CGA ACQUISITION LLCPrivate fundPrivate Equity Fund, ERA
Mar 29, 2023 to presentfactForm ADV
→ COE-TPEG HOME CARE HOLDINGS LLCPrivate fundPrivate Equity Fund, ERA
Mar 29, 2023 to presentfactForm ADV
→ COE HOME CARE HOLDINGS LLCPrivate fundPrivate Equity Fund, ERA
Mar 29, 2023 to presentfactForm ADV
→ CHARTER OAK LICAPLAST ACQUISITION LLCPrivate fundPrivate Equity Fund, ERA
Mar 28, 2019 to presentfactForm ADV
→ CHARTER OAK SB ACQUISITION LLCPrivate fundPrivate Equity Fund, ERA, no longer reported
Mar 3, 2015 to Mar 24, 2022factForm ADV
→ CHARTER OAK CHEMRES ACQUISITION LLCPrivate fundPrivate Equity Fund, ERA, no longer reported
Mar 30, 2020 to Mar 24, 2022factForm ADV
→ CHEMRES HOLDINGS LLCPrivate fundPrivate Equity Fund, ERA, no longer reported
Mar 30, 2020 to Mar 24, 2022factForm ADV
→ CHARTER OAK IDI ACQUISITION, LLCPrivate fundPrivate Equity Fund, ERA, no longer reported
Mar 26, 2012 to Mar 23, 2021factForm ADV
→ CHARTER OAK EIKO ACQUISITION LLCPrivate fundPrivate Equity Fund, ERA, no longer reported
Mar 28, 2014 to Mar 28, 2018factForm ADV
→ CHARTER OAK CT ACQUISITION LLCPrivate fundPrivate Equity Fund, ERA, no longer reported
Mar 28, 2018 to Mar 28, 2018factForm ADV
→ CHARTER OAK SL ACQUISITION LLCPrivate fundPrivate Equity Fund, ERA, no longer reported
Mar 26, 2012 to Mar 28, 2018factForm ADV
→ CHARTER OAK CG ACQUISITION LLCPrivate fundPrivate Equity Fund, ERA, no longer reported
Mar 28, 2014 to Mar 28, 2017factForm ADV
→ CHARTER OAK BW ACQUISITION LLCPrivate fundPrivate Equity Fund, ERA, no longer reported
Mar 26, 2012 to Mar 28, 2017factForm ADV
→ CHARTER OAK COMC ACQUISITION, LLCPrivate fundPrivate Equity Fund, ERA, no longer reported
Mar 26, 2012 to Mar 30, 2016factForm ADV
→ COEM COMC LLCPrivate fundPrivate Equity Fund, ERA, no longer reported
Mar 26, 2012 to Mar 30, 2016factForm ADV
→ CHARTER OAK CYTOPHERX ACQUISITION II LLCPrivate fundPrivate Equity Fund, ERA, no longer reported
Mar 26, 2012 to Mar 3, 2015factForm ADV
→ CHARTER OAK CYTOPHERX ACQUISITION I LLCPrivate fundPrivate Equity Fund, ERA, no longer reported
Mar 26, 2012 to Mar 3, 2015factForm ADV
→ CHARTER OAK MG ACQUISITION LLCPrivate fundPrivate Equity Fund, ERA, no longer reported
Mar 26, 2012 to Mar 28, 2014factForm ADV
→ CHARTER OAK AXIOMED LLCPrivate fundPrivate Equity Fund, ERA, no longer reported
Mar 26, 2012 to Mar 28, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4f8793aa-ef02-0c71-fe26-02e1aca7df31
First observed: Mar 30, 2026
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CHARTER OAK EQUITY MANAGEMENT, LLC

CHARTER OAK EQUITY, LP, CRD 161737

WESTPORT, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4f8793aa-ef02-0c71-fe26-02e1aca7df31

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:36 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

COE-TPEG HOME CARE HOLDINGS LLC

Private Equity Fund

$25.2M

Mar 20, 2024

Mar 29, 2023

reported

n/a

CHARTER OAK LICAPLAST ACQUISITION LLC

Private Equity Fund

$6.4M

Mar 20, 2024

Mar 28, 2019

reported

n/a

CHARTER OAK COMC ACQUISITION, LLC

Private Equity Fund

$3.9M

Mar 30, 2016

Mar 26, 2012

dropped

021-137283

CHEMRES HOLDINGS LLC

Private Equity Fund

$2.7M

Mar 24, 2022

Mar 30, 2020

dropped

n/a

CHARTER OAK AXIOMED LLC

Private Equity Fund

$2.4M

Mar 28, 2014

Mar 26, 2012

dropped

021-173699

CHARTER OAK CGA ACQUISITION LLC

Private Equity Fund

$2.4M

Mar 20, 2024

Mar 29, 2023

reported

n/a

COEM COMC LLC

Private Equity Fund

$1.4M

Mar 30, 2016

Mar 26, 2012

dropped

n/a

CHARTER OAK CHEMRES ACQUISITION LLC

Private Equity Fund

$1.2M

Mar 24, 2022

Mar 30, 2020

dropped

n/a

CHARTER OAK BW ACQUISITION LLC

Private Equity Fund

$1.1M

Mar 28, 2017

Mar 26, 2012

dropped

n/a

COE HOME CARE HOLDINGS LLC

Private Equity Fund

$1.0M

Mar 20, 2024

Mar 29, 2023

reported

n/a

CHARTER OAK CYTOPHERX ACQUISITION II LLC

Private Equity Fund

$979,761

Mar 3, 2015

Mar 26, 2012

dropped

021-168928

CHARTER OAK CYTOPHERX ACQUISITION I LLC

Private Equity Fund

$879,237

Mar 3, 2015

Mar 26, 2012

dropped

021-168713

CHARTER OAK IDI ACQUISITION, LLC

Private Equity Fund

$765,000

Mar 23, 2021

Mar 26, 2012

dropped

n/a

CHARTER OAK CT ACQUISITION LLC

Private Equity Fund

$750,000

Mar 28, 2018

dropped

n/a

CHARTER OAK SB ACQUISITION LLC

Private Equity Fund

$694,444

Mar 24, 2022

Mar 3, 2015

dropped

n/a

CHARTER OAK CG ACQUISITION LLC

Private Equity Fund

$635,600

Mar 28, 2017

Mar 28, 2014

dropped

n/a

CHARTER OAK EIKO ACQUISITION LLC

Private Equity Fund

$500,000

Mar 28, 2018

Mar 28, 2014

dropped

n/a

CHARTER OAK SL ACQUISITION LLC

Private Equity Fund

$325,000

Mar 28, 2018

Mar 26, 2012

dropped

n/a

CHARTER OAK MG ACQUISITION LLC

Private Equity Fund

Mar 28, 2014

Mar 26, 2012

dropped

n/a