Charter Oak Capital Management, LLC
● SEC registered since 2005CRD 120870SEC# 801-64808Portsmouth, NH
Reg. AUM
$1.57B
Employees
27
Accounts
1,397
Location
Portsmouth, NH
Charter Oak Capital Management, LLC assets under management
Charter Oak Capital Management, LLC operates as an SEC-registered investment adviser based in Portsmouth, NH. The firm has been registered since 2005. It reports $1.6 billion in regulatory assets under management and employs 27 people.
Charter Oak Capital Management, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charter Oak Holdings, LLC Control | Member | Under 5% | 2002 |
| Cindi Carbino Control | Cfo, Coo | Under 5% | 2025 |
| Emma K Bean | Partner, Senior Financial Advisor | Under 5% | 2024 |
| Jeffrey Scott Troiano Control | Managing Partner/ Chief Compliance Officer | Under 5% | 2002 |
| Karen Lee Zaramba | Partner | Under 5% | 2015 |
| Lena Wyand | Partner | Under 5% | 2011 |
| Mercer Global Advisors Inc. Control | Parent Company | Over 75% | 2026 |
| Sarah Serling Clapp Control | Partner/Ceo | Under 5% | 2025 |
| Todd Michael Cesca | Partner | Under 5% | 2011 |
| Jeffrey Scott Troiano Control | Managing Partner | Over 75% | 2002 |
Frequently asked questions
How much does Charter Oak Capital Management, LLC manage?
Charter Oak Capital Management, LLC reports $1.6 billion in regulatory assets under management on its Form ADV.
How many employees does Charter Oak Capital Management, LLC have?
Charter Oak Capital Management, LLC reports 27 employees.
Where is Charter Oak Capital Management, LLC located?
Charter Oak Capital Management, LLC is based in Portsmouth, NH and has been SEC-registered since 2005.
Does Charter Oak Capital Management, LLC disclose fund performance?
Charter Oak Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Two International Drive, Suite 325, Portsmouth, NH 03801 |
| Phone | 800-646-5720 |
| Fax | 866-289-0903 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.57B▲ 41%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,306 advisers
EmployeesTop 19%
More than 81% of 16,824 advisers
Assets under management
$1.57Bregulatory AUM
Discretionary $1.55BNon-discretionary $23.7M