$55.8M Total AUM
$55.8M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
36 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-02-1990
- Office Locations
- 1
Office Locations
-- Woodcliff Lake NJ
About Chaikin Capital Management Inc.
Chaikin Capital Management is a New Jersey RIA led by president Carl Chaikin, bringing 30+ years of portfolio management experience. The firm creates and manages investment accounts using a personalized, systematic approach for individuals, retirees, corporations and pension trusts, including education planning. Portfolios are implemented primarily with ETFs alongside core fixed income and cash allocations, with custody that includes Fidelity/NFS.
Team overview
-- AVG AGE
$55.8M AVG AUM / ADVISOR
$3.7M AVG AUM / CLIENT
21.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
36yrs Firm Age
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Client Personas
Frontier
Custodian
Catalyst
Fund Managers
Bridge peak
Services
Timber
Owner & Executives
C
CARL CHAIKIN
President
- CRD
- #44075
- Ownership
- 75% or more
(449) 523-5528
eagle.unison@focuscapital.com
in linkedin.com/in/meridian-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,768,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $55,768,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $55,768,000
Equity - Exchange:
28.3% U.S. Government/Agency:
12.8% Cash:
10.8% Corporate - Investment Grade:
23.1% Municipal Bonds:
25.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,309,511,249 | 28.3% |
| U.S. Government/Agency | $592,287,774 | 12.8% |
| Cash | $499,742,809 | 10.8% |
| Corporate - Investment Grade | $1,068,894,341 | 23.1% |
| Municipal Bonds | $1,156,812,058 | 25.0% |
| Total | $4,627,248,231 | 100.0% |