|
⚲
|
| Chesapeake Investment Management LLC
✚
|
|
|---|---|
| CRD # | 119010 |
| SEC # | 801-60951 |
| CIK # | 0001712271 |
| AUM | $205.0 M (2026-03-31) |
| Employees | 7 (57% Investors, 57% Brokers) |
| Phone | 202-821-1530 |
| Address | 1501 Farm Credit Dr Mclean, VA 22102 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 391 | 195.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 10.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 395 | 205.0 |
| By Discretionary | ||
| Discretionary | 395 | 205.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 395 | 205.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 205.0 | |
| Total | 395 | 205.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| SC 13G | [0001712271] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Chesapeake Group Inc | DSG Global Inc | [2017-07-19] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kenneth Frenke & Co Inc
✚
|
NC | 0.2 |
|
Glasgow & Associates LLC
✚
|
NC | 0.2 |
|
ADC Wealth Management LLC
✚
|
NY | 0.2 |
|
Safebridge LLC
✚
|
0.2 | |
|
Kirk Capital Advisors LLC
✚
|
VA | 0.2 |
|
Mittelman Wealth Management LLC
✚
|
0.2 | |
|
Royal Capital Wealth Management LLC
✚
|
0.2 | |
|
Gehrig Capital Management Inc
✚
|
IN | 0.2 |
|
Moler Capital Management LLC
✚
|
0.2 | |
|
UP North Financial LLC
✚
|
MI | 0.2 |