Charter Oak Equity

Founded in 1992, Charter Oak Equity is a private equity investment firm based in Westport, Connecticut. The firm prefers to invest in small- to middle-market companies operating in the manufacturing, packaging, medical products and services, specialty chemicals, consumer products and financial services. This firm is a Registered Investment Adviser (RIA).

Zubin Avari

Managing Partner

Doniel Perl

Principal

Doni Perl

Principal

Paul E. Roughan

Founder and Managing Partner

Mark D. Ullman

Managing Partner

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