CHESME CAPITAL MANAGEMENT
CHESME, LLC Legal Name
Adviser information for CHESME CAPITAL MANAGEMENT last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Michigan, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 259 | $648.6M |
| Non-Discretionary | 0 | $0 |
| Total | 259 | $648.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 160 | $49.9M |
| HNW Individuals | 69 | $107.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 28 | $486.0M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 2 | $5.1M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesCommissions |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-110909 |
|---|---|
| SEC ERA File Number | 801-110909 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 288631 |
| Legal Entity Identifier | None |
Principal Office
240 S BRIDGE STREET, SUITE 110DEWITT
MI
United States
Monday - Friday, 9:00 AM-5:00 PM
Tel: 517-669-1600, Fax: 517-913-6021
Websites
Chief Compliance Officer
ANGELA CHISMAN
CFO
2405 SR 730
WILMINGTON
OH
United States
Tel:
517-669-1600
Fax:
517-913-6021
A*****@*********M
(Full email address available in API data)
Regulatory Contact
STEVE ERB
PRESIDENT
240 S BRIDGE STREET, SUITE 110
DEWITT
MI
United States
Tel:
517-669-1600
Fax:
517-913-6021
S****@*********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ERB, STEPHEN, MICHAEL | Individual | – | PRESIDENT/CEO/CHAIRMAN/SECRETARY | 04/2021 | 50-75% |
| VAUGHN, DOUGLAS, JOEL | Individual | – | VICE PRESIDENT, CHIEF OPERATING OFFICER | 04/2021 | 25-50% |
| CHISMAN, ANGELA, KOHLEEN | Individual | – | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER/TREASURER | 04/2021 | < 5% |