CHESAPEAKE CAPITAL CORPORATION
Firm details
- Headquarters
- TAMPA, Florida
- CRD number
- 282099
- Registered since
- January 4, 2016
- Website
- chesapeakecapital.com
- Custodians
- CIBC WORLD MARKETS CORP.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies96.11%
- Other3.89%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Chesapeake Capital Corporation is a SEC-registered corporate adviser (registered in 2016) that serves an institutional client base. The firm combines portfolio management for individuals/small businesses, investment companies, and businesses or institutions with business activities noted as a CPO/CTA. Its compensation structure includes a percentage-of-AUM component and performance-based fees. Chesapeake is identified as neither an active ESG investor nor a multi-state adviser and is not classified as a capital allocator or a related adviser in the available data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents96%
- Derivatives4%
Owners & executives
2 of 2RALPH PARKER
CEOCRD 1842885
MUSA ABDUL-BASSER
Chief Legal OfficerCRD 7068664
Contacts
1 of 1MICHAEL IVIE
Director of ResearchCRD 6586165
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$29.9M in ETFs
100%
$29.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES NATIONAL MUNI BOND ETF (MUB) | BlackRock | Passive | Muni National Interm | $6.3M | 59,525 | 21.13% |
Location
TAMPA, FL
HILLSBOROUGH
Location
TAMPA, FL
Headquartered in TAMPA, FL, in the South of the United States.
- Region
- South
- County
- HILLSBOROUGH
- Address
- 100 S Ashley Dr
- Time zone
- ET (UTC-5)
- Office locations
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