Charter Oak Capital Management Overview

  • Status
  • Acquired/​Merged

  • Employees
  • 20

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Charter Oak Capital Management General Information

Description

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
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Other Financial Services
Parent Company
Corporate Office
  • One Monument Square
  • Suite 502
  • Portland, ME 04101
  • United States
+1 (800) 000-0000

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Charter Oak Capital Management Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Charter Oak Capital Management Executive Team (1)

Name Title Board Seat Contact Info
Jeffrey Troiano Founder
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Charter Oak Capital Management Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Charter Oak Capital Management FAQs

  • Who is the founder of Charter Oak Capital Management?

    Jeffrey Troiano is the founder of Charter Oak Capital Management.

  • Where is Charter Oak Capital Management headquartered?

    Charter Oak Capital Management is headquartered in Portland, ME.

  • What is the size of Charter Oak Capital Management?

    Charter Oak Capital Management has 20 total employees.

  • What industry is Charter Oak Capital Management in?

    Charter Oak Capital Management’s primary industry is Asset Management.

  • Is Charter Oak Capital Management a private or public company?

    Charter Oak Capital Management is a Private company.

  • What is Charter Oak Capital Management’s current revenue?

    The current revenue for Charter Oak Capital Management is 000000.

  • When was Charter Oak Capital Management acquired?

    Charter Oak Capital Management was acquired on 07-Nov-2000.

  • Who acquired Charter Oak Capital Management?

    Charter Oak Capital Management was acquired by MetLife.

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