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CHESAPEAKE ASSET MANAGEMENT LLC
CRD 108994 · SEC 801-55211
126 E 56TH ST, SUITE 410, NEW YORK, NY, 10022-3613, United States
Phone
212-218-4040
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$468.8M
Discretionary AUM
$204.2M
Team
5 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-06
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 65 | $23.2M |
| High net worth individuals | 65 | $274.4M |
| Pooled investment vehicles | 1 | $52.7M |
| Charitable organizations | 1 | $3.1M |
| Corporations/business entities | 6 | $115.4M |
States served
AR, CA, CO, ID, MD, MA, NE, NJ, NY, NC, PA, VA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD