Chesapeake Capital Corporation
Firm details
- Headquarters
- Tampa, Florida
- CRD number
- 282099
- Registered since
- January 4, 2016
- Website
- chesapeakecapital.com
- Custodians
- CIBC WORLD MARKETS CORP.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies96.11%
- Other3.89%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Chesapeake Capital Corporation is an institutional registered investment adviser organized as a corporation and SEC-registered in 2016. The firm serves primarily institutional clients and is owned by a mix of domestic entity and individual owners. Its advisory mix includes portfolio management for individuals and small businesses, investment companies, and institutions. Chesapeake operates under business activity designations that include CPO (Commodity Pool Operator) or CTA (Commodity Trading Advisor), and its fee arrangements combine a percent-of-AUM charge with performance-based fees. The firm does not identify 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
- Cash & Cash Equivalents96%
- Derivatives4%
Owners & executives
2 of 2
Ralph Parker
CEOCRD 1842885
Musa Abdul-basser
Chief Legal OfficerCRD 7068664
Contacts
1 of 1
Michael Ivie
Director of ResearchCRD 6586165
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$46.7M in ETFs
100%
$46.7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES NATIONAL MUNI BOND ETF (MUB) | BlackRock | Passive | Muni National Interm | $8.7M | 80,521 | 18.57% |
Location
Tampa, FL
Hillsborough
Location
Tampa, FL
Headquartered in Tampa, FL, in the South of the United States.
- Region
- South
- County
- Hillsborough
- Address
- 100 S Ashley Dr
- Time zone
- ET (UTC-5)
- Office locations
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