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Charter Oak Equity
AddedFeb 15, 2024
UpdatedJun 28, 2026
Charter Oak Equity

Charter Oak Equity

Operating

Charter Oak Equity, L.P.: A US-based private equity firm specializing in manufacturing, medical, consumer, and financial sectors.

Location
Westport, CT, US
Founded
1992
Firm
Compare
Portfolio
Employees
Website

Charter Oak Equity, L.P. is a private equity firm based in the United States that specializes in investing in manufacturing, packaging, medical products and services, chemicals, consumer products, and financial service companies. The firm typically engages in Series C investment rounds, focusing on established companies seeking significant growth capital.

Notable portfolio companies include CytoPherx, which has raised $34 million. Charter Oak Equity's investment philosophy centers on partnering with management teams to drive operational improvements and strategic growth. The firm offers value-add services such as strategic guidance, operational support, and access to a network of industry experts to help portfolio companies achieve their full potential.

Charter Oak Equity - Portfolio Snapshot

Portfolio activity breakdown across disclosed investments and stages

Total Investments1
Current Portfolio Count1
Total Portfolio Exits0

Top Investment Stages

Series C1 (100.0%)

Stage Mix

Series C 100%

Concentration shown as share of disclosed investments by stage.

Recent Investments

SeaStar Medical logo

SeaStar Medical

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Charter Oak Equity - Classification

Also Known As
  • Charter Oak Equity, LP
NAICS
  • 520000Finance and Insurance
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 523900Other Financial Investment Activities
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6700Holding And Other Investment Offices
  • 6790Miscellaneous Investing
  • 6799Investors, Not Elsewhere Classified
Show 6 more industry codes
NAICS
  • 525000Funds, Trusts, and Other Financial Vehicles
  • 523910Miscellaneous Intermediation
  • 523940Portfolio Management and Investment Advice
SIC
  • 6000Depository Institutions
  • 6720Investment Offices
  • 6722Management Investment Offices, Open-end