|
⚲
|
| Chandler Asset Management Inc
✚
|
|
|---|---|
| CRD # | 107287 |
| SEC # | 801-44378 |
| CIK # | 0001665018 |
| AUM | $28.6 BB (2023-01-27) |
| Employees | 37 (43% Investors, 0% Brokers) |
| Phone | 858-546-3737 |
| Address | 6225 Lusk Boulevard San Diego, CA 92121-2796 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GSG | 0.5 | ||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 488 | 0.3 |
| (b) Individuals (high net worth individuals) | 190 | 0.1 |
| (c) Banking or thrift institutions | 1 | 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 | 0.0 |
| (h) Charitable organizations | 17 | 0.2 |
| (i) State or municipal government entities | 176 | 20.8 |
| (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 | 14 | 0.1 |
| (n) Other | 9 | 4.4 |
| Total | 1,122 | 25.8 |
| By Discretionary | ||
| Discretionary | 1,048 | 21.7 |
| Non-Discretionary | 74 | 4.1 |
| Total | 1,122 | 25.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 25.8 | |
| Total | 1,122 | 25.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001665018] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
TIAA-CREF Individual & Institutional Services LLC
✚
|
NY | 30.9 |
|
Capital Group Private Client Services Inc
✚
|
CA | 30.9 |
|
Earnest Partners LLC
✚
|
GA | 29.4 |
|
BMO Private Investment Counsel Inc
✚
|
29.3 | |
|
Fayez Sarofim & Co LLC
✚
|
TX | 29.0 |
|
Edgewood Management LLC
✚
|
CT | 28.8 |
|
Western Asset Management Company Limited
✚
|
28.0 | |
|
Invesco Hong Kong Limited
✚
|
26.7 | |
|
Scout Investments Inc
✚
|
MO | 26.3 |
|
Highland Associates Inc
✚
|
AL | 25.6 |