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Managing Partner · Charter Oak Advisors LP

Heath L Watkin

CRD 7823950 · Named on Form ADV at one SEC-registered adviser

At a glance

Charter Oak Advisors LP, an SEC-registered private fund adviser based in New York, NY with $404 million in regulatory assets, lists Heath L Watkin on its Form ADV as Managing Partner, a control person.

Firms and roles

AtlasMembers

Heath’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Nancy J. PaleyChief Compliance Officer, Chief Operating Officer, Charter Oak Advisors LP
  • Michael S VeetalChief Financial Officer, Charter Oak Advisors LP

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Heath’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.