Hedge fund profile

Charter Oak Alta Master Fund LP

Charter Oak Alta Master Fund LP is reported as a hedge fund in Form ADV private-fund disclosures. The adviser is Charter Oak Advisors LP, based in New York, New York, United States.

$403.9Mgross assets
$1.0Mminimum
40owners
3(c)(7)exemption

Disclosure fields

Fund facts

SEC private fund ID805-4368745600
Reference ID370107
JurisdictionCayman Islands
Fund of fundsNo
Master fundYes
Feeder fundNo
Non-US ownership13%
Assets valued100%
Annual auditYes
GAAPYes
Source periodMarch 2026
Date submitted03/31/2026 09:08:37 AM

Adviser

Charter Oak Advisors LP

TypeRegistered investment adviser
SEC number801-129605
CRD328387
Regulatory AUM$403.9M

Compliance signals

Exempt from registration Sales limitation not marked Prime brokers reported Custodians reported

Service providers

Reported counterparties

General partners

Charter Oak Alta Fund Gp LLC

Auditors

KPMG LLP

Prime brokers

MORGAN STANLEY & CO. LLC

Custodians

MORGAN STANLEY & CO. LLCNORTHERN TRUST CO.MAREX CAPITAL MARKETS INC.

Administrators

HEDGESERV

Marketers

HOLLISTER ASSOCIATES, LLC