Charter Oak Advisors Revenue

Investment Management • • 1-10 Employees

Charter Oak Advisors revenue & valuation

Annual revenue	$684,440
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$2,200,000
Total funding	No funding

Key Contact at Charter Oak Advisors

Keith Lin

Partner And Managing Director

Company overview

Headquarters	XX
Website	charteroakadvisors.com
NAICS	5231
Employees	1-10

Charter Oak Advisors Email Formats

Charter Oak Advisors uses 1 email format. The most common is {first name} (e.g., john@charteroakadvisors.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@charteroakadvisors.com	100%

About Charter Oak Advisors

Charter Oak is an opportunistic, concentrated, value-oriented investment firm. We seek to deliver superior risk-adjusted returns across asset classes through a long-term and flexible investment mandate.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Partner

C-Suite

Employees by Department

Charter Oak Advisors has 2 employees across 2 departments.

Departments

Number of employees

Funding Data

Charter Oak Advisors has never raised funding before.

Charter Oak Advisors Tech Stack

Discover the technologies and tools that power Charter Oak Advisors's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Google Hosted Libraries

CDN

jQuery

JavaScript libraries

Webflow Ecommerce

Ecommerce

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

Webflow

Page builders

core-js

JavaScript libraries

cdnjs

CDN

jsDelivr

CDN

Google Font API

Font scripts

Frequently asked questions

Charter Oak Advisors is located in XX.

Charter Oak Advisors generates an estimated annual revenue of $684,440. This revenue figure reflects the company's market position and business performance in its industry.

Charter Oak Advisors has an estimated valuation of $2,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Charter Oak Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Charter Oak Advisors

Keith Lin

Partner And Managing Director

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