Investment adviser · CRD 106820
CHIPCO ASSET MANAGEMENT
Investment adviser filing (IA)
CHIPCO ASSET MANAGEMENT LLC
NEW YORK, NY, United States · Form ADV filed Mar 14, 2021
- Regulatory AUM
- $138M Form ADV · Item 5.F
- Client accounts
- 40 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other clients | 9 | $79,804,205 | 58.0% |
| High-net-worth individuals | 9 | $37,079,361 | 27.0% |
| Individuals | 20 | $19,719,925 | 14.3% |
| Corporations & businesses | Fewer than 5 | $853,555 | 0.6% |
| Charities | Fewer than 5 | $128,145 | 0.1% |
Filing source
Form ADV 1510671 · Mar 14, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Mar 14, 2021. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
122 EAST 42ND STREET, 43 RD FL - SUITE 4305NEW YORK, NY, 10168, United States
CRD 106820
Filing source
Form ADV 1510671 · Mar 14, 2021 · 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.