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| Keyboard |
| Burgess Chambers & Associates Inc
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|---|---|
| CRD # | 110164 |
| SEC # | 801-32111 |
| CIK # | |
| AUM | 165.9 M (2026-03-23) |
| Employees | 10 (40% Investors, 0% Brokers) |
| Phone | 407-644-0111 |
| Address | 315 E Robinson Street Orlando, FL 32801 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 5.0 |
| (b) Individuals (high net worth individuals) | 4 | 25.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 39.1 |
| (h) Charitable organizations | 1 | 1.0 |
| (i) State or municipal government entities | 2 | 90.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 2 | 4.9 |
| Total | 22 | 165.9 |
| By Discretionary | ||
| Discretionary | 22 | 165.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 22 | 165.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 165.9 | |
| Total | 22 | 165.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 72 |
| Serves | Institutional |
| Comparable Firms | State | AUM |
|---|---|---|
|
Tactical Fund Advisors LLC
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OH | 169.8 M |
|
Clara Vista Management Company LLC
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NY | 169.4 M |
|
OBP Capital LLC
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NC | 168.8 M |
|
Dragon Capital Management HK Limited
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168.3 M | |
|
Cyber Hornet ETFS LLC
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|
FL | 167.6 M |
|
Blanche Park Capital LLC
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|
FL | 167.3 M |
|
Winthrop Square Capital LP
✚
|
MA | 166.8 M |
|
Capital Gains Inc
✚
|
IL | 166.6 M |
|
Bishop Street Capital Management LLC
✚
|
HI | 166.5 M |
|
Vericimetry Advisors LLC
✚
|
164.1 M |