SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Chesapeake Asset Management LLC
New York, NY
CRD 108994
Firm filing updated April 6, 2026 ·
- $468.8MAssets
- 138Clients
- 5Advisory staff
- 342Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Performance-based feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- Individuals65
- High net worth individuals65
- Corporations or other businesses6
- Pooled vehicles1
- Charities1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 65 | $23.2 million |
| High net worth individuals | 65 | $274.4 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $52.7 million |
| Charitable organizations | 1 | $3.1 million |
| Corporations or other businesses not listed above | 6 | $115.4 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 4 services
- Selection of other advisors (including private fund managers)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$468.8 million
- Accounts342
- Discretionary$204.2 million · 291 accounts
- Non-discretionary$264.6 million · 51 accounts
People
- Employees5
- Advisory staff5
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
3 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 108994, SEC file 801-55211.
- Registered with the SEC as an investment advisor (status date on record: February 5, 1998).
Is Chesapeake Asset Management LLC a fiduciary?
Short answer: Chesapeake Asset Management LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.