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Chesapeake Asset Management LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Assets

Assets

Last updated on June 12, 2019
    • $741.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 164
      Accounts
    • $4.5M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

2

name start date
Jonathan Leslie Smith
March 1998
Sherrill Lee Blalock
March 1998

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    General Partner, CAM Global Partners, Lp -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Gerasimos J Efthimiatos Managing Member May, 2017 25% to 50%
      Sherrill Lee Blalock Member; Co-Portfolio Manager January, 1998 5% to 10%
      Jonathan Leslie Smith Member; Co-Portfolio Manager January, 1998 5% to 10%
      Maria De Leon Chief Compliance Officer July, 2018 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees
        • Performance-Based Fees