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 #0001751006, 0002056577
AUM $190.8 M (2025-03-13)
Employees 1 (100% Investors, 0% Brokers)
Phone415-497-3885
Address
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($M)
2502001501005002011201620212026
Sector Form 13F Holdings Value ($M)
Costco Wholesale Corp /NEW 15.0
Microsoft Corp 14.7
Mastercard Inc 11.7
MercadoLibre Inc 10.9
Amazon Com Inc 10.7
VISA Inc 10.2
Markel Corp 9.6
Apple Inc 7.2
American Express Co 6.8
Waste Management Inc 5.8
View All
Holdings by Sector ($M)
2502001501005002020202220242026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 29 4.1
(b) Individuals (high net worth individuals) 34 110.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 75.8
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 147 190.8
By Discretionary
Discretionary 147 190.8
Non-Discretionary 0 0.0
Total 147 190.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 190.8
Total 147 190.8
EDGAR Form CIK 2011 - 2025
13F-HR [0001751006]
13F-HR [0002056577]
Comparable Firms State AUM ($B)
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0.2
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Kohlhepp Investment Advisors Ltd
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ARK Wealth Management LLC
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Nova Wealth Management Inc
FL 0.2
Parker Financial Advisors LLC
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RWA Advisors LLC
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KURE Advisory LLC
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Iadvise Partners LLC
NY 0.2
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