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Charter Oak Alta Fund LP updates its Form D — $217.8M sold

Fund raise update · Hedge fund · Open-ended · NEW YORK, NY · Form D/A filed 2025-01-31 · all Charter Oak Alta vehicles
$100M+ sold3(c)(7) — qualified purchasers

Why now — by persona

Relevant to: Fund audit & tax, Fund administrator. Lead card pending.

People on the filing

Heath WatkinManaging Member of the General Partner
Brad WalkerManaging Member of the General Partner
- Charter Oak Advisors LPInvestment Manager
- Charter Oak Alta Fund GP LLCGeneral Partner

Signed by Nancy Jacobson Paley, Chief Operating Officer.

Placement agents / sales compensation: Hollister Associates, LLC

Filing contact

The issuer's phone number and address from the filing are shown to subscribers. See plans, or read it on EDGAR.

Other filings by this issuer

All Charter Oak Alta vehicles on Form D →