CHELSEA MANAGEMENT COMPANY

Legal name: CHELSEA COUNSEL COMPANY

CRD 110399File 801-7333

APPROVED

Retail clients

Filing as of Jun 17, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$517.0M

Above cohort median (national)

Discretionary AUM

$513.0M

Non-discretionary $4.0M

Clients

212 accounts

Employees

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
Website: https://twitter.com/Chelsea_Mgmt

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, 5G

Compensation

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 11

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

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.