Chaikin Capital Management Inc.
RIASEC Registered
Total AUM
$43.5M
Discretionary
$43.5M
100% of AUM
Avg account
$1M
Accounts
43
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 128842
- Website
- www.chaikincapital.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI69.01%
- Individuals30.99%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Chaikin Capital Management Inc. is an individually owned corporate advisory firm that provides discretionary portfolio management primarily for high-net-worth individuals, families and small businesses. The firm charges clients a fee based on a percentage of assets under management and operates with a concentrated client roster. Filings indicate the firm is not positioned as a capital allocator, does not describe itself as an active ESG investor, and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- US Government Bonds20%
- Cash & Cash Equivalents10%
- State & Local Bonds5%
- Investment Grade Corp Bonds5%
Contacts
1 of 1Carl Chaikin
PresidentCRD 44075
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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