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Building 2CHELSEA MANAGEMENT COMPANY

Map pinWOODLAND HILLS, CA
Phone213-362-9200
NotebookSEC #801-7333
Total AUM
$497M
Employees
7
Clients
104

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5855 TOPANGA CANYON BLVD.
SUITE 205
WOODLAND HILLS
CA 91367
United States
Operating Hours
7AM-4PM
Monday - Friday
Phone
213-362-9200

ReceiptFinancials

Total AUM
$497M
Accounts
223
Discretionary
$493.8M
Accounts
221
Non-Discretionary
$3.2M
Accounts
2

ContactClients

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Individual Clients
51
AUM
$17.8M
HNW Individual Clients
40
AUM
$142.5M
Pension/Profit Sharing Plan Clients
1
AUM
$2.1M
Charitable Organization Clients
10
AUM
$82.8M
Insurance Company Clients
1
AUM
$251.5M
Corporation or Business Clients
1
AUM
$196.7K

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
AZCAWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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