Chesapeake Investment Management LLC

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Assets, Funds, Holdings

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Chesapeake Investment Management LLC
CRD #119010
SEC #801-60951
CIK #0001712271
AUM $160.0 MM (2023-03-06)
Employees 6 (50% Investors, 0% Brokers)
Phone202-821-1530
Address1501 Farm Credit Dr
Mclean, VA 22102
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
16012896643202001200820162024
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 146 150.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 4 10.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 150 160.0
By Discretionary
Discretionary 150 160.0
Non-Discretionary 0 0.0
Total 150 160.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 160.0
Total 150 160.0
EDGAR Form CIK 2011 - 2023
SC 13G [0001712271]
Form 13D/13G Filer Form 13D/13G Subject Filed
Chesapeake Group Inc DSG Global Inc [2017-07-19]
Comparable Firms State AUM ($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
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