CHATHAM CAPITAL MANAGEMENT, LLC

CRD

160961

SEC file #

801-73851

EIN

923688118

DBA names

Chatham Capital

Economics

AUM

$288.9M

AUM band

$100M-$500M

AUM trajectory

'20 · $297.7M

'21 · $259.0M

'22 · $232.0M

'23 · $226.4M

'25 · $303.1M

'26 · $288.9M

'20'26

$297.7M → $288.9M▼ -3%

sec adv history

Client mix

Pooled Investment Vehicles

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 12 advisors

'21 · 10 advisors

'22 · 6 advisors

'23 · 7 advisors

'25 · 7 advisors

'26 · 7 advisors

'20'26

12 advisors → 7 advisors▼ -42%

sec adv history

Primary office

ATLANTA GA

Branches

—

Custodian & Brokerage

Primary custodian

E*Tradelow confidence

adv brochure

Services offered

Portfolio mgmt — pooled vehicles

Fee basis

% of AUMPerformance-based fees

Filings

Latest ADV filing

03/31/2026

ADV-W filed at

—

Website

chathamcapital.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

CHATHAM CAPITAL HOLDINGS, LLC

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

CHATHAM CAPITAL HOLDINGS, LLC

CHATHAM CREDIT HOLDINGS LLC

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

CHATHAMCAPITAL.COM

Rdap Domain Creation Date

2001-11-02T14:11:12Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0002028759

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2024-06-28

Edgar Last Filing Date

2025-06-27

Edgar Form D Count

Edgar Form D Offerings

2025-06-272025-06-27 · 0001012975-25-000322

2024-06-282024-06-28 · 0001012975-24-000255

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (16)

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

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

E*trade

adv brochure

Edgar Addresses

Mailing

C/O CHATHAM CAPITAL MANAGEMENT, LLC1372 PEACHTREE STREET NEATLANTA, GA 30309

Business

C/O CHATHAM CAPITAL MANAGEMENT, LLC1372 PEACHTREE STREET NEATLANTA, GA 30309

Edgar EIN

923688118

Edgar Recent Filings

D/A2025-06-27 · 0001012975-25-000322

D2024-06-28 · 0001012975-24-000255

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2026-11-02T13:11:12Z

Rdap Domain Last Changed

2021-09-03T07:49:22Z

Rdap Nameservers

Ns1.newtekdns.comNs2.newtekdns.com

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Trust Company Affiliate