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Chief Compliance Officer, Chief Operating Officer · Charter Oak Advisors LP

Nancy J. Paley

CRD 4905658 · 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 Nancy J. Paley on its Form ADV as Chief Compliance Officer, Chief Operating Officer, a control person.

Firms and roles

  • Charter Oak Advisors LPChief Compliance Officer, Chief Operating OfficerPrivate fund adviser · New York, NY · $404M in regulatory assets

AtlasMembers

Nancy’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

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