Charter Oak Alta Fund LP — Form D/A
Charter Oak Alta Fund LP of NEW YORK, NY, a pooled investment fund, filed a Form D amendment with the SEC on 2025-01-31. $217.8M was reported sold. Industry: Pooled Investment Fund.
Offering
- Filed: 2025-01-31
- Form: D/A
- Accession: 0000902664-25-000560
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.7
- Amount sold: $217.8M
- Investors: 30
- Date of first sale: 2024-02-01
- 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 |
|---|
| - Charter Oak Alta Fund GP LLC | Executive Officer | New York, NY |
| Brad Walker | Executive Officer | New York, NY |
| Heath Watkin | Executive Officer | New York, NY |
| - Charter Oak Advisors LP | Promoter | New York, NY |
| Heath Watkin | Related Person | New York, NY |
| - Charter Oak Advisors LP | Related Person | New York, NY |
| - Charter Oak Alta Fund GP LLC | Related Person | New York, NY |
Other filings by this issuer (2)
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