A complete list of active advisors currently associated with Chesapeake Asset Management LLC
Warmer can help you find a great advisor at Chesapeake Asset Management LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Chesapeake Asset Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
New York, NY
| 13
| |
New York, NY
| 3
| |
New York, NY
| 0
|
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