General Info
Location: 10 Wright Street
Country: United States of America
Industries: niche manufacturing, packaging, medical products & services, specialty chemicals, consumer products, financial services
Investment Regions:
Investment Stages: late-stage
Website: http://www.charteroak-equity.com/
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🤖 AI Activity Report
Status: not-active
AI Reasoning: The fund’s website shows its most recent portfolio addition as CGA Holdings, Inc., with date range starting 2022 and listed as 2022 – Present. No investments are listed after 2022. The last known investment (CGA Holdings, Inc.) began in 2022, which is more than 12 months prior to the reference date, so classify as not-active.
Here are the thresholds established for the different statuses:
Not Active – No known investments in the last 12 months.
Low Activity – Only known investments between the last 12 and 6 months.
Active – Known investments between the last 6 and 3 months.
Very Active – Known investments in the last 3 months.
Investor Contact
Team Members
Name
Role
Email
LinkedIn
Doniel …
Principal
Paul …
Managing Partner
Zubin …
Managing Partner
…
…
Investment Regions Map
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