ria
Charter Oak Capital Management
PORTSMOUTH, NH
CRD: 120870
In PWD coverage since August 19, 2026 · 1 story
$1.6BRegulatory AUMSEC Form ADV · Aug 21
27EmployeesForm ADV
PWD coverage
exit
Carlyle's $2.8 billion MAI bet re-prices the RIA exit
The deal prices MAI's AUM at about 5.5 cents per dollar and signals what scaled owners can expect at the sale table.