The CHELSEA ADVISORY SERVICES is a privately held investment adviser that advises $147.35mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. CHELSEA ADVISORY SERVICES is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 99.69% over the last 5-years.
The Group has been registered with the SEC for 8.53 years and is comprised of 1 filing and 0 relying advisers. They operate out of 10 office locations with their Headquarters at 242 MAIN STREET, STATEN ISLAND, NEW YORK. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 30 employees comprised of 25 investment and 5 non-investment staff. The total number of Employees increased by 114.29% over the last 5-years.
Their $147.35mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Individuals clients own $123.39mn or 83.74% of Total Assets and High Net Worth Individuals own $23.96mn or 16.26% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 2 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
CHELSEA ADVISORY SERVICES names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.