|
⚲
|
| Chelsea Counsel Company
✚
|
|
|---|---|
| CRD # | 110399 |
| SEC # | 801-7333 |
| CIK # | 0001276755 |
| AUM | $517.0 M (2026-06-17) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 213-362-9200 |
| Address | 5855 Topanga Canyon Blvd Woodland Hills, CA 91367 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 20.6 | ||
| Alphabet Inc | 11.4 | ||
| Agnico Eagle Mines Ltd | 10.8 | ||
| Alphabet Inc | 9.8 | ||
| Quanta Services Inc | 8.5 | ||
| Corning Inc /NY | 8.4 | ||
| Costco Wholesale Corp /NEW | 8.1 | ||
| Chevron Corp | 6.9 | ||
| Microsoft Corp | 6.5 | ||
| Honeywell International Inc | 6.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 47 | 82.1 |
| (b) Individuals (high net worth individuals) | 40 | 98.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.3 |
| (h) Charitable organizations | 8 | 71.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 262.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 212 | 517.0 |
| By Discretionary | ||
| Discretionary | 210 | 513.0 |
| Non-Discretionary | 2 | 4.0 |
| Total | 212 | 517.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 10.0 | |
| United States Persons | 507.0 | |
| Total | 212 | 517.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001276755] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Chelsea Counsel Company
✚
|
CA | 0.5 |
|
AC One Asset Management LLC
✚
|
CA | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
NorthStar Financial Companies Inc
✚
|
PA | 0.5 |
|
Independent Wealth Network Inc
✚
|
IA | 0.5 |
|
Parkshore Wealth Management
✚
|
CA | 0.5 |
|
BGM Wealth Partners LLC
✚
|
MN | 0.5 |
|
Alliance Wealth Management Group LLC
✚
|
NJ | 0.5 |
|
Fiat Wealth Management LLC
✚
|
MN | 0.5 |
|
Nest EGG ETFS LLC
✚
|
CA | 0.5 |
|
Medallion Wealth Advisors LLC
✚
|
CT | 0.5 |
|
Financial Network Wealth Advisors LLC
✚
|
UT | 0.5 |
|
Prism Advisors Inc
✚
|
CA | 0.5 |