Charter Oak Capital Management Overview

  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Charter Oak Capital Management General Information


Provider of wealth management advisory services. The company's services include comprehensive investment management, retirement planning, portfolio review, real-estate planning, pension plan and other financial planning that are tailored to client's needs, enabling customers with a personalized plan for their goals and investments.

Contact Information

Ownership Status
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Other Financial Services
Other Capital Markets/Institutions
Parent Company
Primary Office
  • 121 Middle Street
  • Suite 400
  • Portland, ME 04101
  • United States
+1 (800) 000-0000
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Charter Oak Capital Management Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Charter Oak Capital Management Executive Team (1)

Name Title Board Seat Contact Info
Jeffrey Troiano Founder & Managing Partner
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