|
⚲
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| Chandler Asset Management Inc
✚
| |
|---|---|
| CRD # | 107287 |
| SEC # | 801-44378 |
| CIK # | 0001665018 |
| AUM | $35.8 BB (2024-02-13) |
| Employees | 45 (36% Investors, 0% Brokers) |
| Phone | 858-546-3737 |
| Address | 9255 Towne Centre Drive San Diego, CA 92121 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($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) | 412 | 0.2 |
| (b) Individuals (high net worth individuals) | 161 | 0.1 |
| (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 | 0.0 |
| (h) Charitable organizations | 16 | 0.1 |
| (i) State or municipal government entities | 207 | 31.1 |
| (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 | 12 | 0.1 |
| (n) Other | 8 | 4.1 |
| Total | 1,104 | 35.8 |
| By Discretionary | ||
| Discretionary | 1,013 | 29.6 |
| Non-Discretionary | 91 | 6.2 |
| Total | 1,104 | 35.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 35.8 | |
| Total | 1,104 | 35.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001665018] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Calvert Research and Management
✚
|
DC | 38.4 |
|
Beutel Goodman & Company Ltd
✚
|
35.9 | |
|
Edgewood Management LLC
✚
|
CT | 35.7 |
|
Jasper Ridge Partners LP
✚
|
TX | 35.3 |
|
Earnest Partners LLC
✚
|
GA | 35.3 |
|
Stancorp Investment Advisers Inc
✚
|
OR | 34.4 |
|
Jarislowsky Fraser Limited
✚
|
34.2 | |
|
Capital Group Private Client Services Inc
✚
|
CA | 34.0 |
|
Atlanta Capital Management Company LLC
✚
|
GA | 33.2 |
|
TIAA-CREF Individual & Institutional Services LLC
✚
|
NY | 32.7 |