# Charter Oak Alta Fund LP — Form D

Charter Oak Alta Fund LP of NEW YORK, NY, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2024-01-31. Industry: Pooled Investment Fund.

## Offering

- Filed: 2024-01-31
- Form: D
- Accession: 0000902664-24-000794
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.7
- Security types: fund interests
- SEC file number: 021-503948

## Issuer

- Name: Charter Oak Alta Fund LP
- CIK: 0002006516
- Entity type: Limited Partnership
- Jurisdiction: DELAWARE
- Incorporated: 2023
- Address: 340 MADISON AVENUE, NEW YORK, NY, 10173
- Phone: (212) 404-2500

## Officers, directors & promoters (7)

| Name | Role | Location |
| --- | --- | --- |
| Heath Watkin | Executive Officer | New York, NY |
| Heath Watkin | Related Person | New York, NY |
| Brad Walker | Executive Officer | New York, NY |
| - Charter Oak Advisors LP | Promoter | New York, NY |
| - Charter Oak Advisors LP | Related Person | New York, NY |
| - Charter Oak Alta Fund GP LLC | Executive Officer | New York, NY |
| - Charter Oak Alta Fund GP LLC | Related Person | New York, NY |

## Other filings by this issuer (2)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2026-01-30](https://search.stillhousedata.com/formd/0000902664-26-000578) | D/A | — | $281.3M |
| [2025-01-31](https://search.stillhousedata.com/formd/0000902664-25-000560) | D/A | — | $217.8M |

## More

- [CIK 2006516 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2006516&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0000902664-24-000794.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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