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CHELSEA MANAGEMENT COMPANY
Legal name: CHELSEA COUNSEL COMPANY
CRD 110399File 801-7333
APPROVED
Retail clients
Filing as of Jun 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$517.0M
Above cohort median (national)
Discretionary AUM
$513.0M
Non-discretionary $4.0M
Clients
95
212 accounts
Employees
7
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Apr 3, 1971
- Principal office
- 5855 TOPANGA CANYON BLVD., SUITE 205, WOODLAND HILLS, CA, 91367
- Phone
- 213-362-9200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $517.0M
- Discretionary AUM
- $513.0M
- Non-discretionary AUM
- $4.0M
- Discretionary accounts
- 210
- Non-discretionary accounts
- 2
- Total accounts
- 212
- AUM per client
- $5.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $234K |
| Insurance companies | Fewer than 5 | $262.4M |
| Charitable organizations | 8 | $71.5M |
| High net worth individuals | 40 | $98.5M |
| Pension and profit sharing plans | Fewer than 5 | $2.3M |
| Individuals (other than high net worth individuals) | 47 | $82.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Custody | Yes | No | |
| Jul 1, 2026 | Clients | 101 | 95 | decreased by6 |
| Jul 1, 2026 | AUM | $497,008,301 | $517,022,106 | increased by$20,013,805 |
| Jul 1, 2026 | Accounts | 223 | 212 | decreased by11 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 8 | 7 | decreased by1 |
| Dec 1, 2025 vs May 1, 2025 | Custody | No | Yes | |
| Dec 1, 2025 vs May 1, 2025 | Clients | 99 | 101 | increased by2 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $497,448,183 | $497,008,301 | decreased by$439,882 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 224 | 223 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 8 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 113 | 99 | decreased by14 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $511,130,136 | $497,448,183 | decreased by$13,681,953 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 249 | 224 | decreased by25 |
| Jul 1, 2022 | Clients | 119 | 113 | decreased by6 |
| Jul 1, 2022 | AUM | $506,365,753 | $511,130,136 | increased by$4,764,383 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CHELSEA MANAGEMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CHELSEA MANAGEMENT” 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.