United States · What does Charter Oak Equity invest in?
Charter Oak Equity invests most often at Venture (100% of the rounds on record), in sectors such as Niche Manufacturing, Packaging and Medical Products & Services.
Charter Oak Equity highlights
- 01
1 rounds on record
- 02
Mostly Venture: 100% of its rounds
What they do
Charter Oak Equity and its predecessor funds have invested in private equity since 1992.From their own website
- Type
- Private equity
- Cheque size
- $25M – $150M as they say
- Stages
- Buyout
- Sectors
- Niche ManufacturingPackagingMedical Products & Services
- Based in
- Westport, United States
- Cold pitches
- Not accepted
The record
Every round we can evidence, newest first1 appearances
- 2012
1 round
- Jan
An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.
The team
Named by the firm itself, on a filing, its Form ADV or its company registration3 named
MDMark David UllmanGeneral PartneriForm ADV
PEPaul Edward RoughanManaging PartneriForm ADV
ZAZubin AvariGeneral PartneriForm ADV
We also hold 4 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.
What the register says
From the firm's own filings with the SEC, which it must file accurately by law
$35Mgross assets of its fundsOct 2026
Exemptreporting adviserventure or small private funds
- Legal name
- Charter OAK Equity, LP
- SEC number
- CRD 161737
What they claim to have backed
From their own portfolio page (on their website)
1 of 16 we have independently watched raise
SmartcareAylward-usaBrookandwhittleCga-holdingsChemresCirtecmedDaisyEikoGeoscMpdesigngroupMppinnovationRevereplasticssystemsRossalSfamarketingShelterlogicSmarttuition
Weaker than a round we watched, stronger than a list somebody sold us. A firm is far less willing to put a company on its own site that it never funded.