Chaikin Capital Management Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Chaikin Capital Management is an independent registered investment adviser that provides discretionary portfolio management and investment advisory services to a small group of individual clients. The firm reports about $55.8 million in assets under management across roughly 15 client relationships, indicating a relatively concentrated client base.
The Form ADV describes the firm’s methods of analysis, investment strategies and routine account reviews, and it indicates portfolio management is billed on a percentage-of-AUM basis. The brochure also addresses performance-based fee arrangements and side‑by‑side management as well as custody and brokerage practices, which can affect fee alignment and trade allocation across account types.
Distinctive features include the very small number of client relationships combined with disclosures about performance-based fees and other financial industry activities, which is less common among similarly categorized independent advisers. Interested parties should review the ADV sections on conflicts of interest, brokerage practices and other affiliations to understand how the firm handles trade allocation, custody and potential allocation conflicts.
Client services
Main office
Woodcliff Lake NJ
Advisors at this office
1
Most active in
New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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