WOODLAND HILLS, CACRD 110399Latest ADV June 26, 2025
Chelsea Management Company is an SEC registered investment adviser organized as a corporation with a primary office location in Woodland Hills, CA. Its latest Form ADV filing, dated June 26, 2025, reports $497M in regulatory assets under management, 7 employees, and 223 accounts.
Assets Under Management
$497M
Employees
7
Offices
--
Total Clients
101
Primary office
WOODLAND HILLS, CA
5855 TOPANGA CANYON BLVD., SUITE 205, WOODLAND HILLS, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.5% of total clients.
Top client categories% of clientsClients
1
Individuals
50.5%
51
2
HNWI
39.6%
40
3
Charitable
9.9%
10
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Insurance companies<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$497Mas of June 26, 2025
Discretionary99.4%
$494M
99% of total RAUM99.4%
Non-discretionary0.6%
$3M
1% of total RAUM0.6%
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$497M
Total Accounts223
10Y AUM Change$-327M (-39.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee14:1
10Y Employee Change-1 (-12.5%)
* 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.