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Charter Oak Advisors LP

charteroakadvisors.com Direct investor

Charter Oak Advisors is an employee-owned investment firm based in New York that pursues opportunistic, concentrated, value-oriented investments across public markets, focusing on special situations and deep value opportunities.

Charter Oak Advisors LP is an asset manager headquartered in New York, United States. It invests directly in companies, in public markets, special situations, deep value and event driven.

“We seek to deliver superior risk-adjusted returns through a long-term and flexible investment mandate.”

— Charter Oak Advisors LP, own website
Layer
Direct investor
Type
Asset manager
Stage
Not applicable
Headquarters
New York, United States
Invests in
global
Sectors
public markets, special situations, deep value, event driven

Team, as Charter Oak Advisors LP publishes it

  • 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

Names and roles exactly as listed on charteroakadvisors.com. Nothing else about these people is recorded.

Where this comes from

Every fact above was read from a page Charter Oak Advisors LP publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.

  • https://www.charteroakadvisors.com/name, is_investor, layer, type, hq_country, hq_city, invests_in_geographies, sectors, thesis_quote, thesis_quote_page, description, people, status

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Record 5434 · added 2026-09-03 · link last verified 2026-10-21 · confidence medium

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