# Chasan Capital Management

> 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.

- CRD: 141021
- Filed as: CHASAN CAPITAL MANAGEMENT
- Legal name: Michael Chasan
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Massachusetts
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/141021
- AdvisorCensus page: https://advisorcensus.com/firm/chasan-capital-management-141021

## Quick answers

**How is Chasan Capital Management compensated?**
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.

**Is Chasan Capital Management registered with the SEC or a state?**
Chasan Capital Management is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 141021.

**How much does Chasan Capital Management manage?**
Chasan Capital Management reports $11,070,912 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**What types of clients does Chasan Capital Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (13); individuals (other than high net worth individuals) (8).

**Does Chasan Capital Management report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $11,070,912
- Discretionary: $11,070,912
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $1,250,430 |
| High net worth individuals | 13 | $9,820,482 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2015 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): 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?
- 11.D(4): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/141021

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Chasan Capital Management (CRD 141021): Form ADV filing data as of October 2026.