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CHELSEA MANAGEMENT COMPANY

WOODLAND HILLS, CA · CRD 110399 · IAPD ↗ · 213-362-9200

$517.0MRegulatory AUM
3Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
July 2026 — CHELSEA MANAGEMENT COMPANY crossed $500M in regulatory AUM ($497.0M -> $517.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
68
July 2025 — CHELSEA MANAGEMENT COMPANY now reports custody of client assets ($1.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
48
July 2024 — CHELSEA MANAGEMENT COMPANY moved its main office from LOS ANGELES, CA to WOODLAND HILLS, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.