Chapman Investment Management LLC

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Assets, Funds, Holdings

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Chapman Investment Management LLC
✚
CRD #166826
SEC #801-112821
CIK #0002056577, 0001751006
AUM 200.1 M (2026-03-31)
Employees 1 (100% Investors, 0% Brokers)
Fees
Minimum
Phone415-497-3885
Address
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
2502001501005002010201520212027
Sector Form 13F Holdings Value ($M)
Costco Wholesale Corp /NEW 14.4
Microsoft Corp 11.1
Mastercard Inc 10.4
Amazon Com Inc 10.0
Markel Corp 9.1
Visa Inc 8.7
Apple Inc 7.7
MercadoLibre Inc 6.9
American Express Co 6.5
Waste Management Inc 6.5
View All
Holdings by Sector ($M)
2502001501005002019202120242027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 38 13.2
(b) Individuals (high net worth individuals) 24 107.0
(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 0 79.9
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(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 0 0.0
Total 63 200.1
By Discretionary
Discretionary 63 200.1
Non-Discretionary 0 0.0
Total 63 200.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 200.1
Total 63 200.1
EDGAR Form CIK 2011 - 2026
13F-HR [0001751006]
13F-HR [0002056577]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesInstitutional, Retail
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