{
  "crd_number": 141021,
  "slug": "chasan-capital-management-141021",
  "primary_business_name": "CHASAN CAPITAL MANAGEMENT",
  "legal_name": "MICHAEL CHASAN",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2015-10-30",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-03-18",
  "carried_forward": false,
  "raum_total": 11070912.0,
  "raum_discretionary": 11070912.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 1250430.0,
      "count": 8
    },
    "high_net_worth_individuals": {
      "raum": 9820482.0,
      "count": 13
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "MA"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/141021",
  "listing_state": "MA",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/chasan-capital-management-141021",
  "display_name": "Chasan Capital Management",
  "summary": "Chasan Capital Management is a state-registered investment advisory firm, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.",
  "citation": "AdvisorCensus. Chasan Capital Management (CRD 141021): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Chasan Capital Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Chasan Capital Management reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Chasan Capital Management registered with the SEC or a state?",
      "a": "Chasan Capital Management is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 141021."
    },
    {
      "q": "How much does Chasan Capital Management manage?",
      "a": "Chasan Capital Management reports $11,070,912 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Chasan Capital Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (13); individuals (other than high net worth individuals) (8)."
    },
    {
      "q": "Does Chasan Capital Management report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/141021"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/chasan-capital-management-141021.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 1250430.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 13,
      "fewer_than_5": false,
      "raum": 9820482.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/141021",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}