Chapman Investment Management is an investment advisor in San Anselmo with $232.99 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
461869323
SEC advisor number
801-112821
FINRA CRD number
166826
AUM ?
$232.99 mm
(as of 18 Nov 22)
Accounts
136
(as of 18 Nov 22)
Employees
1
(1 investment advisory or research)
Address
Chapman Investment Management
701 BUTTERFIELD RD
SAN ANSELMO
CA 94960
701 BUTTERFIELD RD
SAN ANSELMO
CA 94960
Office hours
Monday - Friday, 8AM-5PM
Phone
4154973885
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Chapman, Scott, Andrew | Chief Executive Officer and Chief Compliance Officer | 01/2013 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
3 May 24
13F-HR
Quarterly holdings report by institutional manager
2 Feb 24
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR
Quarterly holdings report by institutional manager
31 Jul 23
13F-HR
Quarterly holdings report by institutional manager
25 Apr 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
20 Jan 22