Charter Oak Partners is a hedge fund based in Westport, Connecticut. According to its most recent Form D, filed Feb 10, 2014, the fund has sold $309,466,463 of interests to 94 investors since its first sale in Oct 1976. The filing does not set a minimum investment. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Jerrold Fine; Fine Partners, L.P; Charter Oak Management GP LLC.
Performance
No returns have been reported for this fund. Hedge fund returns are not part of SEC filings; managers report them to AltMountain directly.
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- Total raised
- $309,466,463Cumulative sales reported on Form D
- Investors
- 94
- First sale
- Oct 1, 1976
- Minimum investment
- None set
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Jerrold Fine; Fine Partners, L.P; Charter Oak Management GP LLC
- Latest Form D
- Feb 10, 2014
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Charter Oak Partners
What is the minimum investment for Charter Oak Partners?
Charter Oak Partners's latest Form D, filed Feb 10, 2014, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Charter Oak Partners?
Charter Oak Partners is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1). It uses Rule 506(b), which does not allow general advertising.
How much has Charter Oak Partners raised?
Charter Oak Partners reports $309,466,463 sold from 94 investors on its Form D filed Feb 10, 2014. This is cumulative sales since the offering began, not current assets or performance.
Where is Charter Oak Partners based?
Charter Oak Partners is based in Westport, Connecticut.
When did Charter Oak Partners launch?
Charter Oak Partners reports its first sale in Oct 1976.
Size compared with every hedge fund
Raised more than 84% of the 860 hedge funds based in Connecticut, and more than 75% of all 10,128 that report sales.