CHANDLER ASSET MANAGEMENT INC

CRD 107287File 801-44378

APPROVED

Filing as of Mar 25, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$45.31B

Top 10% of cohort (national)

Discretionary AUM

$38.24B

Non-discretionary $7.07B

Clients

250

509 accounts

Employees

Top 10% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: LARO
Registration date: Jul 22, 1993
Principal office: 9255 TOWNE CENTRE DRIVE, SUITE 600, SAN DIEGO, CA, 92121
Phone: 858.546.3737
Website: HTTP://WWW.CHANDLERASSET.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $45.31B
Discretionary AUM: $38.24B
Non-discretionary AUM: $7.07B
Discretionary accounts: 420
Non-discretionary accounts: 89
Total accounts: 509
AUM per client: $181.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	6	$163.1M
Charitable organizations	5	$80.3M
Pooled investment vehicles	2	$2.28B
Pension and profit sharing plans	Fewer than 5	$14.7M
State or municipal government entities	236	$37.75B

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Portfolio management for businesses
Portfolio management for pooled investment vehicles

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Aug 17, 2026	Clients	259	250	decreased by9
Apr 1, 2026	Employees	52	54	increased by2
Apr 1, 2026	Clients	758	259	decreased by499
Apr 1, 2026	AUM	$41,582,938,832	$45,311,900,938	increased by$3,728,962,106
Apr 1, 2026	Accounts	1,049	509	decreased by540
May 1, 2025 vs Oct 1, 2022	Employees	37	52	increased by15
May 1, 2025 vs Oct 1, 2022	Clients	897	758	decreased by139
May 1, 2025 vs Oct 1, 2022	AUM	$25,784,973,967	$41,582,938,832	increased by$15,797,964,865
May 1, 2025 vs Oct 1, 2022	Accounts	1,122	1,049	decreased by73
Apr 1, 2022	Employees	32	37	increased by5
Apr 1, 2022	Clients	904	897	decreased by7
Apr 1, 2022	AUM	$22,280,446,212	$25,784,973,967	increased by$3,504,527,755
Apr 1, 2022	Accounts	1,095	1,122	increased by27
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “CHANDLER ASSET” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CHANDLER ASSET” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.