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Building 2CHAPMAN INVESTMENT MANAGEMENT, LLC

Map pin
Phone415-497-3885
NotebookSEC #801-112821
Total AUM
$200.1M
Employees
1
Clients
63

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8AM-5PM
Monday - Friday
Phone
415-497-3885

ReceiptFinancials

Total AUM
$200.1M
Accounts
63
Discretionary
$200.1M
Accounts
63
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
38
AUM
$13.2M
HNW Individual Clients
24
AUM
$107M
Pension/Profit Sharing Plan Clients
1
AUM
$79.9M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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