SourcingSourcing

CHESAPEAKE ASSET MANAGEMENT LLC

B58
CRD 108994·SEC 801-55211·NEW YORK, NY
AUM
$468.8M
$100M-$500M
Est. Revenue
$4.7M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CHESAPEAKE ASSET MANAGEMENT LLC
CRD
108994
SEC file #
801-55211
EIN
000000000
DBA names
—

Economics

AUM
$468.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$741.3M → $468.8M▼ -37%
Client mix
Individuals High Net Worth65
Individuals Other65
Corporations6
Pooled Investment Vehicles1
Charitable Organizations1

Operations

Employees (total)
5
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
6 advisors → 5 advisors▼ -17%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
04/06/2026
ADV-W filed at
—
Website
chesman.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EFTHIMIATOS, GERASIMOS, J
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
EFTHIMIATOS, GERASIMOS, J
BERMAN, RYAN, ADAM
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CHESMAN.COM
Rdap Domain Creation Date
1998-02-04T05:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
2
Form 5500 Total Participants
6
Form 5500 Compensation Trajectory 3y
20240
20250
Form 5500 Plan Count Trajectory 3y
20241
20251
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001458081
Edgar Registered
Yes
Edgar Filing Count
18
Edgar First Filing Date
2009-03-16
Edgar Last Filing Date
2026-02-27
Edgar Form D Count
18
Edgar Form D Offerings
2026-02-272026-02-27 · 0000919574-26-001443
2025-02-282025-02-28 · 0000919574-25-001713

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Pershing10
Charles Schwab4
E*trade4
Edgar Addresses
Mailing
126 E 56TH ST.SUITE 410NEW YORK, NY 10022
Business
126 E 56TH ST.SUITE 410NEW YORK, NY 10022
Edgar EIN
000000000
Edgar Recent Filings
D/A2026-02-27 · 0000919574-26-001443
D/A2025-02-28 · 0000919574-25-001713
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-02-03T05:00:00Z
Rdap Domain Last Changed
2026-02-04T17:03:05Z
Rdap Nameservers
Ns27.domaincontrol.comNs28.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
6811794
Trust Company Affiliate
No

People (3)

3
EFTHIMIATOS, GERASIMOS, J
IAR · Direct Owner · 87.5%
6811794
BERMAN, RYAN, ADAM
IAR · Direct Owner · 7.5%
5560278
THEODORE D GONEOS
IAR
2833719