Charter Oak Equity - aVenture Asset Manager Research
Location
Westport, CT, US
Founded
1992
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
Portfolio Companies1
Current Portfolio Count1
Top Investment Stages
Series C1 (100.0%)
Stage Mix
Series C 100%
Concentration shown as share of disclosed investments by stage.