Chesapeake Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$297,597,169
Clients
130
Advisors
3
of 5 employees
About
Chesapeake Asset Management provides wealth management and investment advisory services to individuals, families, family offices, endowments, foundations and other registered investment advisers. The firm operates through a Private Wealth Division that offers discretionary portfolio management and comprehensive financial planning for individual clients, and an Alternatives Advisory Group that delivers non-discretionary advisory and operational support for alternative investments.
The firm’s public-markets investment process emphasizes fundamental analysis to identify undervalued companies and construct customized or model portfolios, and it implements strategies that can include long and short positions, thematic equity baskets, options and margin for clients who permit them. For alternatives, Chesapeake focuses on sourcing, manager due diligence, operational support and monitoring for private equity, private credit, real estate, infrastructure, hedge funds and digital assets, typically on a non-discretionary consultative basis.
What distinguishes Chesapeake from many peers is that it acts as an investment manager and general partner to a privately offered pooled vehicle (Concinnity Partners), facilitates feeder funds and SPVs, and in limited cases participates in carried-interest arrangements while waiving duplicative asset-based fees. The firm also manages a material portion of assets on a non-discretionary basis and, in limited circumstances, accepts performance-based compensation—features that are relatively uncommon among similarly sized supported advisers.
Client services
Expertise
Occupation focus
Fee options
Fixed fees as mutually agreed upon for project-based engagements
$0+: 1.0% per annum (0.25% per quarter) for Private Wealth Division discretionary separately managed accounts $0+: 1.0% per annum (0.25% per quarter) for Concinnity Partners limited partners $0+: 0.40% - 1.00% per annum for Alternatives Advisory Group full alternative advisory services
Hourly fees as mutually agreed upon for project-based engagements
Performance-based fees may be charged in limited circumstances for certain client accounts and via carried interest from third-party fund or SPV sponsors, disclosed in offering documents and subscription agreements
Fee-only: Fixed or hourly fees for project-based engagements such as financial planning, tax strategy development, or estate planning support
Main office
126 E 56th St, Suite 410
New York NY 10022-3613
Advisors at this office
3
Most active in
Arkansas · California · Colorado · Connecticut · Florida · Idaho · Maryland · Massachusetts · Nebraska · New Jersey · New York · North Carolina · Pennsylvania · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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.
Quick links
Advisors at this firm
Gerasimos E
Series 65
New York, NY
Chesapeake Asset Management LLC
Gerasimos Efthimiatos is a financial advisor at Chesapeake Asset Management LLC with three years of industry experience. He holds a Series 65 designation and has been with Chesapeake since 2014. He also serves as the managing member of CAM Global GP LLC. Chesapeake Asset Management is an SEC-registered investment adviser that provides portfolio management and advisory services to individuals, families, retirement accounts, corporations, foundations, and pooled investment vehicles. The firm offers discretionary public-markets portfolio management and customized global multi-asset class portfolios, acting as investment manager and general partner for private pooled vehicles.
Ryan B
Series 66
New York, NY
Chesapeake Asset Management LLC
Ryan Berman is a financial advisor with Chesapeake Asset Management LLC in New York, NY, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Cherry Lane Capital LLC and Morgan Stanley, where he worked in private banking and advisory capacities. Chesapeake Asset Management provides wealth management and investment advisory services to individuals, families, family offices, endowments, foundations, and other registered investment advisers. The firm’s approach includes fundamental analysis-driven public markets investing and non-discretionary advisory support for alternative investments, with a unique structure involving direct investment management and performance-based compensation arrangements.
Theodore G
Series 63, Series 65
New York, NY
Chesapeake Asset Management LLC
Theodore Goneos is an advisor at Chesapeake Asset Management LLC with Series 63 and Series 65 credentials. He has over 20 years of industry experience, including 23 years at Endevon Capital, LLC, where he was managing member of two business consulting entities. He currently serves as trustee of a private trust associated with Endevon Capital. Chesapeake Asset Management provides wealth management and investment advisory services to individuals, families, family offices, endowments, foundations, and other registered investment advisers. The firm offers discretionary portfolio management and financial planning through its Private Wealth Division, as well as non-discretionary advisory and operational support for alternative investments via its Alternatives Advisory Group.
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