Charter Oak Federal Credit Union — Agentas

Charter Oak Federal Credit Union

OtherGlobalTier C

Confidence 4/5Verified Jul 2026

Investment Parameters

Investment Range

~$8M – $40M USD (est.)Estimated — modeled from this fund's AUM or comparable lenders, not confirmed by the fund. Counts for less than a confirmed range in match scoring.

Deal Types

Real Estate Debt, Revolving Credit

Sectors

Other, Technology, Financial Services, Consumer, Mining & Resources, Education

Geographies

Global

AUM

$1.6B

Headquarters

Waterford, CT, United States

About

Focuses on serving its members in New London and Windham counties in Connecticut. Offers a range of personal and business banking services.

Recent Activity

Connors & O'Brien Marina: Unspecified Term Loan $0.605M (2016-11-18) [TerraNova tape]

Recent news

via Google News

Team — 2 deal-team contacts

Unlock full contacts

Reveal 2 deal-team contacts at Charter Oak Federal Credit Union — emails, LinkedIn, titles (permanent on your account).

Email bounces? Forward to deals@agentasllc.com — we re-credit within a business day. Unlock is private; your info is never sold. Sign in first — the unlock stays on your account.

Profile and contact information is compiled from public sources and TerraNova's own research. It is not provided or endorsed by the fund, and accuracy is not guaranteed.

Contact This Fund

Short deal overview → banker reviews → warm intro, typically within one business day.

Your Name

Company

Message *

Deal details — used to draft your credit memo

These details become your credit memo — the banker-reviewed 2-page package that goes to CO with your intro, so they see a real deal, not a cold ask.

Amount Raising *

Structure Sought

Sector

Timeline to Close

LTM Revenue

LTM EBITDA

Use of Proceeds

Collateral

Existing Debt

This is a premium contact — a one-time $49fee unlocks a direct introduction. You'll be redirected to secure checkout.

You'll be asked to sign in before your message is sent. Never a blast: you chose this lender, a banker reviews before anyone is contacted, and your deal info is never sold.