C
CRD: 141021
Chasan Capital Management
Weston, MA
7815722274
$11.1M Total AUM
$11.1M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- State Street
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-30-2015
- Office Locations
- 1
Office Locations
-- Weston MA
About Chasan Capital Management
Chasan Capital Management is a Weston-based RIA. The firm has been operating for 10 years. Managing $11.1M in total assets under management, with 1 advisory representatives. They custody assets with State Street. Services offered include Business Succession, Insurance.
Team overview
-- AVG AGE
$11.1M AVG AUM / ADVISOR
$527.2K AVG AUM / CLIENT
10.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Vertex
Investment Themes
Oak
Investment Vehicles
Delta
Services
Ridge Signal oak
Owner & Executives
M
MICHAEL CHASAN
Owner
- CRD
- #4173580
- Ownership
- 75% or more
(336) 956-1927
crest.oak@frontiercapital.com
in linkedin.com/in/meridian-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,070,912 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,070,912 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,070,912
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,409,432,694 | 100.0% |
| Total | $1,409,432,694 | 100.0% |