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Chasan Capital Management

Headquartered in WESTON, MA

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Firm Information

Chasan Capital Management is an investment advisor registered with the SEC. As of the most recent report, the firm manages approximately $18.1 million in assets for 23 clients. They offer portfolio management services for individuals and report having 14 high-net-worth clients with over $16.1 million in assets under management. They also manage assets for 9 other individuals with over $1.9 million in assets.

Chasan Capital Management

$18.14M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (1)

CHASAN CAPITAL MANAGEMENT has a total of 1 branch locations across the country.

Advisors at Chasan Capital Management

View All 1 Advisors

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Disclosures

There are no public disclosures for Chasan Capital Management.

Frequently Asked Questions (4)

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