Overview
Assets Under Management: $160 million
Headquarters: MCLEAN, VA
High-Net-Worth Clients: 391
Average Client Assets: $501,278
Frequently Asked Questions
CHESAPEAKE INVESTMENT MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #119010), CHESAPEAKE INVESTMENT MANAGEMENT LLC is subject to fiduciary duty under federal law.
CHESAPEAKE INVESTMENT MANAGEMENT LLC is headquartered in MCLEAN, VA.
CHESAPEAKE INVESTMENT MANAGEMENT LLC serves 391 high-net-worth clients according to their SEC filing dated March 22, 2024. View client details ↓
According to their SEC Form ADV, CHESAPEAKE INVESTMENT MANAGEMENT LLC offers portfolio management for individuals. View all service details ↓
CHESAPEAKE INVESTMENT MANAGEMENT LLC manages $160 million in client assets according to their SEC filing dated March 22, 2024.
According to their SEC Form ADV, CHESAPEAKE INVESTMENT MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 391
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.15
Average High-Net-Worth Client Assets: $501,278
Total Client Accounts: 150
Discretionary Accounts: 150
Regulatory Filings
CRD Number: 119010
Last Filing Date: 2024-03-22 00:00:00
Website: https://chesapeakeim.com