⚲
|
Chesapeake Investment Management LLC
✚
|
|
---|---|
CRD # | 119010 |
SEC # | 801-60951 |
CIK # | 0001712271 |
AUM | $160.0 MM (2023-03-06) |
Employees | 6 (50% Investors, 0% Brokers) |
Phone | 202-821-1530 |
Address | 1501 Farm Credit Dr Mclean, VA 22102 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 146 | 150.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 4 | 10.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 150 | 160.0 |
By Discretionary | ||
Discretionary | 150 | 160.0 |
Non-Discretionary | 0 | 0.0 |
Total | 150 | 160.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 160.0 | |
Total | 150 | 160.0 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
SC 13G | [0001712271] |
Form 13D/13G Filer | Form 13D/13G Subject | Filed |
---|---|---|
Chesapeake Group Inc | DSG Global Inc | [2017-07-19] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Lake Hills Wealth Management LLC
✚
|
TX | 0.2 |
Intelligent Financial Strategies LLC
✚
|
MN | 0.2 |
Sequoia Swiss Financial Advisors AG
✚
|
0.2 | |
Lewis Capital Management LLC
✚
|
CA | 0.2 |
Everest Management Corp
✚
|
CA | 0.2 |
Tiller Partners LLC
✚
|
CA | 0.2 |
Main Street Investment Advisors LLC
✚
|
IL | 0.2 |
Sheridan Capital Management LLC
✚
|
CA | 0.2 |
Bright Angel Advisors LLC
✚
|
MN | 0.2 |
Brown Wealth Management LLC
✚
|
IL | 0.2 |