# CHARTER OAK ADVISORS LP

CHARTER OAK ADVISORS LP of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 328387
- Type: SEC-registered investment adviser
- SEC file number: 801-129605
- Location: 340 MADISON AVENUE, SUITE 1200A, NEW YORK, NY, 10173
- Phone: 212-404-2500
- Latest filing: 2026-03-31
- Regulatory AUM: $403.9M
- Discretionary AUM: $403.9M
- Clients: 6
- Accounts: 3

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| [Nancy Jacobson Paley](https://search.stillhousedata.com/person/672195) | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | — |
| [Heath L Watkin](https://search.stillhousedata.com/person/672196) | MANAGING PARTNER; MEMBER | — |
| [Alan J Cook](https://search.stillhousedata.com/person/672197) | TRUSTEE | — |
| [Michael S Veetal](https://search.stillhousedata.com/person/672198) | CHIEF FINANCIAL OFFICER | — |
| [Bradford C Walker](https://search.stillhousedata.com/person/693758) | MANAGING PARTNER; MEMBER | — |
| [COOK JOHN J](https://search.stillhousedata.com/person/730646) | TRUSTEE | — |
| [WALKER JEFFERY C](https://search.stillhousedata.com/person/733520) | MANAGING PARTNER; MEMBER; OWNER | — |
| [PALEY NANCY JACOBSON](https://search.stillhousedata.com/person/803387) | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | — |
| [WATKIN HEATH L](https://search.stillhousedata.com/person/880493) | MANAGING PARTNER; MEMBER; OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/328387/brochure
- Similar advisers: https://search.stillhousedata.com/firm/328387/similar
- Related entities: https://search.stillhousedata.com/firm/328387/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/328387

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.