Charter Oak Carbon Fund I LP
Raised
$145M
Investors
31
Min Invest
$1,000,000
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AltStreet Analysis
·Generated from EDGAR primary sources
Charter Oak Carbon Fund I LP is a Delaware limited partnership that filed under Regulation D Rule 506(b), raising $144.9 million from 31 investors with a $1.0 million minimum investment. The filing was submitted December 13, 2022, with Heath Watkin and Brad Walker listed as executive officers, directors, and promoters. This is an original filing for a carbon/climate-focused fund vehicle.
This carbon and climate fund operates in the growing environmental asset space using a traditional 506(b) private placement exemption. The $1.0 million minimum and ~$4.7 million average check size are consistent with institutional and qualified-purchaser climate investment vehicles focused on carbon credit or carbon sequestration strategies.
EDGAR Filing Data
Form D — Primary Source
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Statements extracted
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NAV prints
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Offering chains
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lapsed
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Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
Heath Watkin
Executive Officer, Director, Promoter · Stamford, CT
Brad Walker
Executive Officer, Director, Promoter · Stamford, CT
Questions About Charter Oak Carbon Fund I LP
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is Charter Oak Carbon Fund I LP?
Charter Oak Carbon Fund I LP is a Delaware limited partnership that filed a Form D with the SEC on December 13, 2022 as a venture capital fund. The filing claims Rule 506(b) for an offering of equity. AltStreet links the issuer to Charter Oak Carbon Fund I LP.
Is Charter Oak Carbon Fund I LP legit?
AltStreet does not rate legitimacy; it reports the public record. Charter Oak Carbon Fund I LP filed a Form D with the SEC on December 13, 2022 claiming Rule 506(b). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $144,940,000 sold to 31 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. The issuer is linked to Charter Oak Carbon Fund I LP, which AltStreet has reviewed. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.
Is Charter Oak Carbon Fund I LP registered with or approved by the SEC?
No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that Charter Oak Carbon Fund I LP claimed Rule 506(b) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.
How much has Charter Oak Carbon Fund I LP raised?
Charter Oak Carbon Fund I LP reported $144,940,000 sold from 31 investors of a $300,000,000 total offering as of the Form D filed December 13, 2022.
Who can invest in Charter Oak Carbon Fund I LP?
The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $1,000,000.
What is the minimum investment in Charter Oak Carbon Fund I LP?
The Form D lists $1,000,000 as the minimum investment accepted from any outside investor as of December 13, 2022. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling Charter Oak Carbon Fund I LP and how are they paid?
The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly.
Who is behind Charter Oak Carbon Fund I LP?
The Form D lists 2 related persons: Heath Watkin, executive officer, director, promoter; Brad Walker, executive officer, director, promoter. Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is Charter Oak Carbon Fund I LP located?
The issuer's address on its SEC filings is 65 High Ridge Road, #429, Stamford, CT 06905. Its phone number of record is 917-821-8744. It is organized under the laws of Delaware.
How long is the Charter Oak Carbon Fund I LP offering open?
The issuer indicated that the offering is not intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open, and no amendment is on record yet.
How large is Charter Oak Carbon Fund I LP?
The issuer declined to disclose its revenue range on the Form D, which the form permits.
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Data Methodology
Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.