Chelsea Management Company
Firm details
- Headquarters
- Woodland Hills, California
- CRD number
- 110399
- Registered since
- April 3, 1971
- Website
- chelseamanagement.com
- Custodians
- COMERICA BANK & TRUST N.A., CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- Insurance Companies50.76%
- HNWI19.05%
- Individuals15.87%
- Charitable Organizations13.83%
- Pension & Profit Sharing Plans0.44%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Chelsea Management Company is a privately held corporation that has been SEC-registered since 1971. The firm serves both individual and family clients as well as institutional accounts, charging advisory fees based on a percentage of assets under management. Its advisory mandate centers on discretionary portfolio management for individuals, small businesses, and larger business or institutional clients. The adviser is not identified as an ESG-focused investor, is not a multi-state adviser, and is not classified as a capital allocator in the available records.
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
- Investment Grade Corp Bonds42%
- Exchange Traded Equities40%
- US Government Bonds8%
- Public Funds/Mutual Funds5%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1
Patrick Pascal
CEOCRD 1257397
Contacts
3 of 3
Frederick Ruopp
ChairmanCRD 4381740
Thomas Techentin
ShareholderCRD 1872681
Sally Mcneil
CRD 4381734
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 50Active vs passive
$24.1M in ETFs
62%
$14.8M
<1%
$9.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND (VYM) | Vanguard | $9.1M | 61,650 | 37.83% |
Location
Woodland Hills, CA
Los Angeles
Location
Woodland Hills, CA
Headquartered in Woodland Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 5855 Topanga Canyon Blvd
- Time zone
- PT (UTC-8)
- Office locations
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