Chez Shea LLC

Overview

Chez Shea LLC is a very small limited liability advisory firm that provides portfolio management services primarily for individuals and small businesses. The firm operates on a fee basis that includes both a percentage of assets under management and fixed fees. According to its filing, Chez Shea LLC is not a multi-state adviser, does not position itself as an active ESG investor, and does not act as a capital allocator; its primary activity is discretionary portfolio management. Investment activity is concentrated and equity-oriented. The firm’s stated preference is for exchange-traded equities, and its asset mix and account-level statistics point to a compact book with a heavy tilt toward liquid, listed securities. Advisory coverage appears limited in scale, which suggests a boutique practice serving a very small number of accounts with relatively large per-account balances.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices