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CHESME CAPITAL MANAGEMENT

DEWITT, MI · CRD 288631 · IAPD ↗ · chesme.com · 517-669-1600

$648.6MRegulatory AUM
3Advisory reps
6Employees
1Clients
11-25Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
December 2024 — CHESME CAPITAL MANAGEMENT (DEWITT, MI) left the SEC roster (was $648.6M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
July 2024 — CHESME CAPITAL MANAGEMENT notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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