Chesapeake Asset Management Llc
- Regulatory AUM
- $469M
- Discretionary
- $204M
- Clients
- 138
- Avg AUM / client
- $3.4M
- Accounts
- 342
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 65 | $23.2M | 4.95% |
| High net worth individuals | 65 | $274M | 58.5% |
| Pooled investment vehicles (non-investment companies) | 1 | $52.7M | 11.2% |
| Charitable organizations | 1 | $3.1M | 0.67% |
| Corporations and other businesses | 6 | $115M | 24.6% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $65.3M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Concinnity Partners, L.P. | Hedge Fund | New York | $44.9M | 40 |
| Cam Global Partners, Lp | Hedge Fund | Delaware | $20.5M | 23 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gerasimos J Efthimiatos | Managing Member/ Chief Compliance Officer | May 2017 (9y) | 75% or more | |
| Ryan Adam Berman | Managing Partner | Apr 2022 (4y) | 5% – 10% | |
| Theodore D Goneos | Registered representative | Nov 2025 (1y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $65.3M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Concinnity Partners, L.P. | Hedge Fund | $44.9M | $500K | 40 |
| Cam Global Partners, Lp | Hedge Fund | $20.5M | $500K | 23 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/06/2026 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $96.6M (21% of AUM) Apr 2026
- Pershing $43.2M (9% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 06, 2026.
View current Form ADV (SEC/IAPD) ↗