Investment adviser · CRD 140413

CHESWOLD LANE ASSET MANAGEMENT, LLC

Investment adviser filing (IA)

WEST CONSHOHOCKEN, PA, United States · Form ADV filed May 24, 2016

Regulatory AUM
$61.1M
Form ADV · Item 5.F
Client accounts
26
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 24, 2016. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Business portfolio management

Compensation

Percentage of assets · Fixed

Principal office

100 FRONT STREET, SUITE 960
WEST CONSHOHOCKEN, PA, 19428, United States

CRD 140413

Filing source

Form ADV 1019713 · May 24, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.