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- Custodian
- BNY Mellon · Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-05-1998
- Office Locations
- 1
Office Locations
About Chesapeake Asset Management LLC
Chesapeake Asset Management LLC is a New York–based investment adviser serving both retail and institutional clients with asset management, portfolio construction, and wealth/financial and estate planning. Investment exposure spans ETFs, public equity, and fixed income, alongside alternative strategies such as private credit/equity, hedge funds, real estate, infrastructure, and natural resources. Custody includes Charles Schwab and Pershing.
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Custodian
Investment Themes
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Owner & Executives
GERASIMOS J EFTHIMIATOS
Chief Compliance Officer, Managing Member
- CRD
- #6811794
- Ownership
- 75% or more
RYAN ADAM BERMAN
Managing Partner, Partner
- CRD
- #5560278
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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THEODORE D GONEOS
Managing Director
- CRD
- #2833719
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $204,163,156 | $701,592 |
| Non-Discretionary | $264,629,612 | $5,188,816 |
| Total | $468,792,768 | $1,370,739 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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