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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Chatham Investment Advisors LLC
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|---|---|
| CRD # | 158802 |
| SEC # | 801-76819 |
| CIK # | |
| AUM | $383.5 M (2025-03-25) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 610-925-3120 |
| Address | 235 WhiteHorse Lane Kennett Square, PA 19348 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 2 | 0.4 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 0.4 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 2 | 0.4 |
| Total | 2 | 0.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.4 | |
| Total | 2 | 0.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sherman Portfolios LLC
✚
|
ID | 0.6 |
|
Bridge Capital Advisors
✚
|
TX | 0.5 |
|
Investrust Consulting LLC
✚
|
OK | 0.5 |
|
Wheeler Retirement Plans LLC
✚
|
MN | 0.5 |
|
VERT Asset Management LLC
✚
|
CA | 0.4 |
|
First Financial Coaching Inc
✚
|
MI | 0.3 |
|
Navigate 401K LLC
✚
|
AL | 0.3 |
|
STF Management LP
✚
|
TX | 0.2 |
|
Genesia Investments LLC
✚
|
0.2 | |
|
Allied Asset Advisors Inc
✚
|
IL | 0.2 |