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- Custodian
- BNY Mellon · Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between December 15, 2025 and April 6, 2026, reported AUM decreased 35.0%, from $721.3M to $468.8M.
Across 5 reported observations, AUM decreased 59.3% between November 23, 2022 and April 6, 2026, from $1.2B to $468.8M.
Of the latest reported AUM, 43.6% is discretionary and 56.4% is non-discretionary.
The firm reports 5 advisory representatives and 138 clients, or 27.6 clients per representative. That equates to $3.4M in reported AUM per client.
The profile lists 1 reported office location and 28 years in operation. The source data was last updated on April 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Chesapeake Asset Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Chesapeake Asset Management LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.