Chesapeake Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated April 6, 2026, reports $469M in regulatory assets under management, 5 employees, 1 office, and 342 accounts.
Assets Under Management
$469M
Employees
5
Offices
1 office
Total Clients
138
Primary office
NEW YORK, NY
126 E 56TH ST, SUITE 410, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 47.1% of total clients.
Top client categories% of clientsClients
1
Individuals
47.1%
65
2
HNWI
47.1%
65
3
Corporations
4.3%
6
4
Pooled Investment Vehicles
0.7%
1
5
Charitable
0.7%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$469Mas of April 6, 2026
Discretionary43.6%
$204M
44% of total RAUM43.6%
Non-discretionary56.4%
$265M
56% of total RAUM56.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$469M
Total Accounts342
10Y AUM Change$-253M (-35.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee28:1
10Y Employee Change-8 (-61.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.