CHANDLER ASSET MANAGEMENT INC

RIASEC RegisteredEst. 1993
Total AUM
$45.3B
Discretionary
$38.2B
84% of AUM
Avg account
$89M
Accounts
509
Employees
54
Advisory reps
24

Firm details

Headquarters
SAN DIEGO, California
CRD number
107287
Registered since
July 22, 1993
Website
www.chandlerasset.com
Custodians
U.S. BANK, N.A., THE BANK OF NEW YORK MELLON, PRINCIPAL SECURITIES, INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • State / Municipal Government83.31%
  • Other11.09%
  • Pooled Investment Vehicles5.03%
  • Corporations / Businesses0.36%
  • Charitable Organizations0.18%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Chandler Asset Management Inc is an SEC-registered corporate adviser that has been operating since 1993 and serves primarily institutional clients. The firm provides portfolio management for pooled investment vehicles and for businesses or institutional accounts. Fee arrangements include percentage-of-assets, hourly charges, and fixed fees. Chandler identifies as an active ESG investor and maintains an industry affiliation with a broker‑dealer. It does not position itself as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: US Government Bonds 54%, Investment Grade Corp Bonds 22%, Other 12%, Exchange Traded Equities 7%, Cash & Cash Equivalents 3%, State & Local Bonds 1%, Private Funds 1%54%
  • US Government Bonds54%
  • Investment Grade Corp Bonds22%
  • Other12%
  • Exchange Traded Equities7%
  • Cash & Cash Equivalents3%

Owners & executives

3 of 7

  • SCOTT PRICKETT

    Co-CIOCRD 1901448

  • NICOLE DRAGOO

    Chief Executive OfficerCRD 4263078

  • RYAN TAUBER

    Chief Operating OfficerCRD 4007762

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Contacts

3 of 17

  • CHRISTOPHER BLACKWOOD

    Senior Portfolio StrategistCRD 1863353

  • JAMES NAIL

    Assistant Portfolio ManagerCRD 6761656

  • GENEVIEVE LYNKIEWICZ

    Senior Portfolio ManagerCRD 4462193

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 24

Active vs passive

$661M in ETFs

Passive

100%

$661M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$123M188,74118.66%
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Location

Primary office

SAN DIEGO, CA

SAN DIEGO

Location

SAN DIEGO, CA

Headquartered in SAN DIEGO, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
9255 Towne Centre Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth