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RIA / WealthPrivate fundprivate equity fund3(c)(1)master fundfeeder fund

COE HOME CARE HOLDINGS LLC

advised by CHARTER OAK EQUITY MANAGEMENT, LLC

Delaware, United States

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:88f4e53d-3e25-5d83-877e-49beddb78c1d

Data as of Mar 20, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 29, 2023 to Mar 20, 2024
2 observations

Across DFX

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

Private Equityidentity

COE Home Care Holdings LLC

Private equity fund · shared adv fund id

Facts

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

Adviser: CHARTER OAK EQUITY MANAGEMENT, LLCCRD 161737
Fund type: Private Equity Fund
Latest reported GAV: $1.0Mgross asset value on Schedule D 7.B(1), as of 2024-03-20; never fund size
Peak reported GAV: $2.3M
Beneficial owners: 4
Minimum investment: $0
Owned by the adviser: 7500%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: no
Master fund: 805-1928799068
Organised in: Delaware, United States
First reported: Mar 29, 2023
Last reported: Mar 20, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 2
Fund id: 805-6850274772

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Mar 20, 2024	$1.0M	4	$0	7500.0%	no	COE HOME CARE HOLDINGS LLC
Mar 29, 2023	$2.3M	4	$0	7500.0%	no	COE HOME CARE HOLDINGS LLC

Relationships

Advises (1)

← CHARTER OAK EQUITY MANAGEMENT, LLCRegistered adviserPrivate Equity Fund, ERA
Mar 29, 2023 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:88f4e53d-3e25-5d83-877e-49beddb78c1d
First observed: Mar 29, 2023
Last observed: Mar 20, 2024 30 months ago
Source families: Federal regulator filings
1 registered feed 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.

COE HOME CARE HOLDINGS LLC

advised by CHARTER OAK EQUITY MANAGEMENT, LLC

Delaware, United States

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:88f4e53d-3e25-5d83-877e-49beddb78c1d

Data as of Mar 20, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:48 PM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Mar 20, 2024

$1.0M

7500.0%

COE HOME CARE HOLDINGS LLC

Mar 29, 2023

$2.3M

7500.0%

COE HOME CARE HOLDINGS LLC