Chelsea Counsel is an investment advisor in Los Angeles with $471.74 mm assets under management.
Company profile
Website
Employees
Location
SEC CIK
IRS number
952680112
SEC advisor number
801-7333
FINRA CRD number
110399
AUM ?
$471.74 mm
(as of 2 Jun 23)
Accounts
252
(as of 2 Jun 23)
Employees
10
(3 investment advisory or research)
Address
Chelsea Counsel
444 S. FLOWER ST
SUITE 2340
LOS ANGELES
CA 90071
444 S. FLOWER ST
SUITE 2340
LOS ANGELES
CA 90071
Office hours
Monday - Friday, 7AM-4PM
Phone
2133629200X225
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Ruopp, Frederick, John | Chairman | 06/2019 | < 5% |
Techentin, Thomas, Arthur | Shareholder | 12/2020 | 10-25% |
Pascal, Patrick, Carme | President and CEO | 06/2019 | < 5% |
Gallagher, Sara, Mcneil | Senior Vice President & CCO | 05/2021 | < 5% |
Wam Capital, LLC | Shareholder | 03/2016 | 10-25% |
C.C. Pascal Family Partnership, L.P. | Shareholder | 03/2007 | 5-10% |
Pascal, Patrick, Carme | Shareholder | 07/2013 | 25-50% |
Wedbush, Inc. | Owner | 03/2016 | > 75% |
Frederick J. Ruopp JR. Exempt Trust DTD 7-13-2000 | Shareholder | 06/2020 | 50-75% |
Ruopp, Frederick, John | Trustee | 06/2020 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
21 Feb 24
13F-HR
Quarterly holdings report by institutional manager
22 Nov 23
13F-HR
Quarterly holdings report by institutional manager
22 Nov 23
13F-HR
Quarterly holdings report by institutional manager
19 May 23
13F-HR
Quarterly holdings report by institutional manager
23 Feb 23
13F-HR
Quarterly holdings report by institutional manager
31 Oct 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22
13F-HR
Quarterly holdings report by institutional manager
24 May 22
13F-HR
Quarterly holdings report by institutional manager
23 May 22
13F-HR
Quarterly holdings report by institutional manager
6 May 22