Chasan Capital Management

Overview

Chasan Capital Management is a small, equity-focused advisory set up as a sole proprietorship that provides discretionary portfolio management primarily to individuals and families, and to small businesses. The firm’s stated advisory activity centers on managing portfolios for individual and small business clients, with a clear tilt toward exchange-traded equities as the dominant sleeve across managed accounts. Fee arrangements include a standard percentage-of-AUM charge and the availability of performance-based fees for some clients, which can indicate an emphasis on active management and outcome-aligned compensation where appropriate. The firm is not positioned as an ESG investor and is not registered as a multi-state adviser. Its classification on filings is unclassified and it does not act as a capital allocator. Given its structure and AUM level, Chasan Capital Management operates as a boutique, hands-on manager serving a modest number of clients with concentrated equity exposure.

Assets & Accounts

Investments & Alternatives

Location & Offices