CHARTER OAK PARTNERS MANAGEMENT, L.P.

WESTPORT, Connecticut·5 registered advisors·CRD# 156621
SEC# 801-73749203-226-7591
01

Firm Overview

AUM
$332M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at CHARTER OAK PARTNERS MANAGEMENT, L.P.

5 registered advisors
Craig Andrew Connors
WESTPORT, Connecticut
Deborah Judith Ziskin
WESTPORT, Connecticut
Jeanne Marie Crisci
WESTPORT, Connecticut
Jerrold Norman Fine
WESTPORT, Connecticut
Michelle Ilene Picker
WESTPORT, Connecticut
05

Office Locations

WESTPORT, Connecticut
5 advisors

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Data sourced from SEC Form ADV filings. CHARTER OAK PARTNERS MANAGEMENT, L.P. (CRD# 156621) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.