# Chelsea Management Company

> Chelsea Management Company is an SEC-registered investment advisory firm in Woodland Hills, CA, registered since 1971, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 17, 2026.

- CRD: 110399
- Filed as: CHELSEA MANAGEMENT COMPANY
- Legal name: Chelsea Counsel Company
- Also doing business as: CHELSEA MANAGEMENT COMPANY
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Woodland Hills, CA
- Filing period: October 2026
- Form ADV filing dated: June 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110399
- AdvisorCensus page: https://advisorcensus.com/firm/chelsea-management-company-woodland-hills-ca-110399

## Quick answers

**How is Chelsea Management Company compensated?**
On its Form ADV (Item 5.E, October 2026), Chelsea Management Company reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Chelsea Management Company located?**
Chelsea Management Company's principal office is in Woodland Hills, CA, according to its Form ADV.

**Is Chelsea Management Company registered with the SEC or a state?**
Chelsea Management Company is an SEC-registered investment advisory firm, registered since 1971. Status as filed: Approved. CRD 110399.

**How much does Chelsea Management Company manage?**
Chelsea Management Company reports $517,022,106 in regulatory assets under management in its Form ADV filing dated June 17, 2026 (99% discretionary).

**How have Chelsea Management Company's assets and staff changed since 2021?**
In the Form ADV data for Chelsea Management Company: Regulatory assets under management: $506,365,753 in the October 2021 data and $517,022,106 in the October 2026 data, up 2%. Total employees: 7 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Chelsea Management Company serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (47); high net worth individuals (40); charitable organizations (8).

**Which custodians does Chelsea Management Company use?**
Chelsea Management Company's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Comerica Bank & Trust N.A. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Chelsea Management Company report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/110399

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Comerica Bank & Trust N.A.
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $517,022,106
- Discretionary: $513,017,647
- Non-discretionary: $4,004,459

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 47 | $82,067,172 |
| High net worth individuals | 40 | $98,500,650 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,266,682 |
| Charitable organizations | 8 | $71,522,858 |
| Insurance companies | Fewer than 5 | $262,430,660 |
| Corporations or other businesses not listed above | Fewer than 5 | $234,084 |

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

### Firm details
- Registered since: 1971 (55 years)
- Employees: 7 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [chelseamanagement.com](https://chelseamanagement.com)
- X @Chelsea_Mgmt

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $506,365,753 | 7 | June 23, 2021 |
| October 2022 | $511,130,136 | 7 | June 28, 2022 |
| October 2023 | $471,739,878 | 10 | June 2, 2023 |
| October 2024 | $497,448,183 | 8 | June 25, 2024 |
| October 2025 | $497,008,301 | 7 | June 26, 2025 |
| October 2026 | $517,022,106 | 7 | June 17, 2026 |

Regulatory assets under management: $506,365,753 in the October 2021 data and $517,022,106 in the October 2026 data, up 2%.
Total employees: 7 in October 2021 and 7 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Chelsea Management Company (CRD 110399): Form ADV filing data as of October 2026.