# Charter Oak Advisors

Charter Oak Advisors is an Asset Manager based in New York, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** www.charteroakadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/charter-oak-advisors-lp

## Regulatory record

- **CRD number:** 328387
- **SEC file number:** 801-129605
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/328387

## About

Charter Oak is an opportunistic, concentrated, value-oriented investment firm. It seeks to deliver superior risk-adjusted returns through a long-term and flexible investment mandate. The firm is employee-owned and based in New York, NY, and pursues asymmetric opportunities spanning public markets.

## People

- Heath Watkin — Managing Partner/Portfolio Manager
- Nancy Jacobson Paley — Founding Partner / Chief Operating Officer
- Keith Lin — Partner / Managing Director
- Alistair Meadows — Partner / Managing Director
- Paul Cho — Partner / Managing Director
- Michael Veetal — Partner / Chief Financial Officer
- Timothy R. Barakett — Advisor

## Questions

### Who runs investment decisions at Charter Oak Advisors?

No named principals, portfolio managers, or investment committee members have been identified in public records. The firm's website does not list a management team, and no executive profiles are maintained on professional networks under the Charter Oak Advisors name.

## Related profiles

- [Charterhouse Capital Partners](https://altss.com/profile/charterhouse-capital-partners)
- [Charter One](https://altss.com/profile/charter-one)

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Last updated: 2026-08-11T15:06:27.647Z

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