The CHEVY CHASE TRUST COMPANY is a privately held investment adviser that advises $81.59Bn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. CHEVY CHASE TRUST COMPANY is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 22.93% over the last 5-years.
The Group has been registered with the SEC for 28.62 years and is comprised of 2 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 7501 WISCONSIN AVENUE 15TH FLOOR, BETHESDA, MARYLAND. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 181 employees comprised of 75 investment and 106 non-investment staff. The total number of Employees increased by 4.02% over the last 5-years.
Their $81.59Bn in assets advised are owned by 9 private funds, 1 public fund and BDCs and 139 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $64.56Bn or 79.12% of Total Assets and High Net Worth Individuals own $12.47Bn or 15.28% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 8 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
CHEVY CHASE TRUST COMPANY names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.