CHESNEY AND COMPANY LLC
Legal name: CHESNEY & COMPANY
CRD #130644 SEC #801-66704 YEMASSEE, SC 888-426-2193
SEC Registered
Total AUM
$40.1M
Discretionary
$29.1M
Employees
1
Clients
11
Accounts
173
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2021 | $40.1M | $29.1M | $11.1M | 1 | 0 |
| Mar 2021 | $72.1M | $38.8M | $33.2M | 2 | 0 |
| Jun 2020 | $82.9M | $34.6M | $48.3M | 2 | 24 |
| Mar 2020 | $82.9M | $34.6M | $48.3M | 2 | 24 |
| Feb 2019 | $138M | $53.2M | $84.8M | 4 | 39 |
| Mar 2018 | $140.9M | $57.8M | $83.1M | 4 | 39 |
| Feb 2017 | $127.6M | $58M | $69.7M | 4 | 26 |
| Mar 2016 | $129.5M | $49.2M | $80.3M | 4 | 26 |
| Feb 2015 | $127.2M | $60M | $67.2M | 4 | 26 |
| Mar 2014 | $107.7M | $65.4M | $42.3M | 5 | 26 |
| May 2013 | $98.3M | $60.7M | $37.5M | 4 | 26 |
| Mar 2013 | $98.3M | $60.7M | $37.5M | 4 | 26 |
| Mar 2012 | $90.4M | $90.4M | $0 | 1 | 26 |
| Jun 2011 | $73.3M | $73.3M | $0 | 5 | -- |
| Jun 2011 | $73.3M | $73.3M | $0 | 5 | -- |
| May 2011 | $73.3M | $73.3M | $0 | 5 | -- |
| Jan 2008 | $59M | $57.7M | $1.4M | 5 | -- |
| Sep 2007 | $42.7M | $41M | $1.7M | 5 | -- |
| Jan 2007 | $42.7M | $41M | $1.7M | 5 | -- |
DateNov 2021
Total AUM$40.1M
Discretionary$29.1M
Non-Disc.$11.1M
Employees1
Clients0
DateMar 2021
Total AUM$72.1M
Discretionary$38.8M
Non-Disc.$33.2M
Employees2
Clients0
DateJun 2020
Total AUM$82.9M
Discretionary$34.6M
Non-Disc.$48.3M
Employees2
Clients24
DateMar 2020
Total AUM$82.9M
Discretionary$34.6M
Non-Disc.$48.3M
Employees2
Clients24
DateFeb 2019
Total AUM$138M
Discretionary$53.2M
Non-Disc.$84.8M
Employees4
Clients39
DateMar 2018
Total AUM$140.9M
Discretionary$57.8M
Non-Disc.$83.1M
Employees4
Clients39
DateFeb 2017
Total AUM$127.6M
Discretionary$58M
Non-Disc.$69.7M
Employees4
Clients26
DateMar 2016
Total AUM$129.5M
Discretionary$49.2M
Non-Disc.$80.3M
Employees4
Clients26
DateFeb 2015
Total AUM$127.2M
Discretionary$60M
Non-Disc.$67.2M
Employees4
Clients26
DateMar 2014
Total AUM$107.7M
Discretionary$65.4M
Non-Disc.$42.3M
Employees5
Clients26
DateMay 2013
Total AUM$98.3M
Discretionary$60.7M
Non-Disc.$37.5M
Employees4
Clients26
DateMar 2013
Total AUM$98.3M
Discretionary$60.7M
Non-Disc.$37.5M
Employees4
Clients26
DateMar 2012
Total AUM$90.4M
Discretionary$90.4M
Non-Disc.$0
Employees1
Clients26
DateJun 2011
Total AUM$73.3M
Discretionary$73.3M
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$73.3M
Discretionary$73.3M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$73.3M
Discretionary$73.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$59M
Discretionary$57.7M
Non-Disc.$1.4M
Employees5
Clients--
DateSep 2007
Total AUM$42.7M
Discretionary$41M
Non-Disc.$1.7M
Employees5
Clients--
DateJan 2007
Total AUM$42.7M
Discretionary$41M
Non-Disc.$1.7M
Employees5
Clients--