# Charter Oak Equity: portfolio, investments and team > Charter Oak Equity is a private equity based in United States. 1 investment on record, latest Jan 2012. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/charter-oak-equity (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # Charter Oak Equity Last cheque observed Jan 2012. Silence since then is not evidence of inactivity: our sources miss unannounced rounds. Email Private equity Quiet Buyout Niche Manufacturing Packaging Medical Products & Services Follow Charter Oak Equity and see its new cheques in your feed. [Start following](https://millionrounds.com/login?join=1&why=follow&next=%2Ffund%2Fcharter-oak-equity) Cheques on record **0%** of best year **0** **cheques in 12 months**, 1 on record Since the last cheque **5421** days **00** hrs **00** min **00** sec Median round **$34M** Cheque size, as they say **$25M – $150M** Rounds led **0 of 1** Pitch Charter Oak Equity ## 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 Manufacturing Packaging Medical Products & Services - **Based in:** Westport, United States - **Cold pitches:** Not accepted ## The record Every round we can evidence, newest first **1 appearances** - **2012** 1 round - **Jan** **[CytoPherx](https://millionrounds.com/company/cytopherx)** Venture · US · finsmes.com **$34M** With 9 others 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 registration **3 named** MD **Mark David Ullman** General Partner i Form ADV PE **Paul Edward Roughan** Managing Partner i Form ADV ZA **Zubin Avari** General Partner i Form 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 **$35M** gross assets of its funds Oct 2026 **Exempt** reporting adviser venture 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 [Smartcare](https://millionrounds.com/company/smartcare) Aylward-usa Brookandwhittle Cga-holdings Chemres Cirtecmed Daisy Eiko Geosc Mpdesigngroup Mppinnovation Revereplasticssystems Rossal Sfamarketing Shelterlogic Smarttuition 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. ## The cheque Buyout Median round joined **$34M** the round, not its cheque Led 0 of 1 rounds **0%** - **Said size:** $25M – $150M - **Sole investor:** Never alone - **Last cheque:** Jan 2012 Rounds by stage said on their site - Venture *1* - Buyout said *-* **Pitching Charter Oak Equity?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## Quick answers about Charter Oak Equity ### 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. ### How active is Charter Oak Equity? 1 investments on record, 0 of them in the last 12 months. The most recent was in Jan 2012. ### How big are Charter Oak Equity's cheques? The median round it joins is $34M. It says it writes cheques of $25M to $150M. ### Is Charter Oak Equity investing now? No investments in the last 12 months; the latest was in Jan 2012. ### What kind of investor is Charter Oak Equity? Charter Oak Equity is a private equity firm based in Westport, United States. ### How much does Charter Oak Equity manage? About $35M, as gross assets of its private funds (Oct 2026). ### When was Charter Oak Equity founded? Charter Oak Equity was founded in 1992. ### Where does this information on Charter Oak Equity come from? From 1 articles and filings naming it in a round, public registers and its own website, checked and rebuilt every night. ## Raising now? Find the investors who back rounds like yours, and keep every conversation on one fundraising board. Find similar investorsOpen your CRM Built from the rounds we watched, its filings and its own website, refreshed every night. 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