CHEQUERS FINANCIAL MANAGEMENT LLC
CRD #175209 SEC #801-107158 SAN FRANCISCO, CA 415-964-5001
SEC Registered
Total AUM
$1.1B
Discretionary
$904.9M
Employees
12
Clients
101
Accounts
1,272
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.1B | $904.9M | $145.3M | 12 | 52 |
| Dec 2024 | $1B | $907.4M | $100M | 12 | 73 |
| Dec 2024 | $1B | $907.4M | $100M | 12 | 73 |
| Mar 2024 | $812M | $721.9M | $90M | 12 | 73 |
| Mar 2023 | $642.9M | $532M | $111M | 12 | 60 |
| Sep 2022 | $590.5M | $480.4M | $110.1M | 12 | 60 |
| Jun 2022 | $590.5M | $480.4M | $110.1M | 12 | 60 |
| Mar 2022 | $590.5M | $480.4M | $110.1M | 12 | 60 |
| Mar 2021 | $481.4M | $412.5M | $69M | 7 | 35 |
| Jan 2021 | $352M | $331.3M | $20.6M | 7 | 30 |
| Jun 2020 | $352M | $331.3M | $20.6M | 7 | 30 |
| Jun 2020 | $352M | $331.3M | $20.6M | 7 | 30 |
| Apr 2020 | $352M | $331.3M | $20.6M | 7 | 30 |
| Mar 2020 | $352M | $331.3M | $20.6M | 7 | 30 |
| Dec 2019 | $273.8M | $259.1M | $14.8M | 8 | 20 |
| Mar 2019 | $273.8M | $259.1M | $14.8M | 8 | 20 |
| Nov 2018 | $243.1M | $226M | $17.1M | 5 | 26 |
| Mar 2018 | $243.1M | $226M | $17.1M | 5 | 26 |
| Feb 2017 | $154M | $141.8M | $12.2M | 5 | 26 |
| Sep 2016 | $162.2M | $153.3M | $9M | 3 | 0 |
| Feb 2016 | $162.2M | $153.3M | $9M | 3 | 0 |
| Jan 2016 | $162.2M | $153.3M | $9M | 3 | 0 |
| Aug 2015 | $41.2M | $41.2M | $0 | 2 | 0 |
| Aug 2015 | $41.2M | $41.2M | $0 | 2 | 0 |
| Jul 2015 | $41.2M | $41.2M | $0 | 2 | 0 |
| Jun 2015 | $41.2M | $41.2M | $0 | 2 | 0 |
| Mar 2015 | $0 | $0 | $0 | 2 | 0 |
| Mar 2015 | $0 | $0 | $0 | 2 | 0 |
| Feb 2015 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$1.1B
Discretionary$904.9M
Non-Disc.$145.3M
Employees12
Clients52
DateDec 2024
Total AUM$1B
Discretionary$907.4M
Non-Disc.$100M
Employees12
Clients73
DateDec 2024
Total AUM$1B
Discretionary$907.4M
Non-Disc.$100M
Employees12
Clients73
DateMar 2024
Total AUM$812M
Discretionary$721.9M
Non-Disc.$90M
Employees12
Clients73
DateMar 2023
Total AUM$642.9M
Discretionary$532M
Non-Disc.$111M
Employees12
Clients60
DateSep 2022
Total AUM$590.5M
Discretionary$480.4M
Non-Disc.$110.1M
Employees12
Clients60
DateJun 2022
Total AUM$590.5M
Discretionary$480.4M
Non-Disc.$110.1M
Employees12
Clients60
DateMar 2022
Total AUM$590.5M
Discretionary$480.4M
Non-Disc.$110.1M
Employees12
Clients60
DateMar 2021
Total AUM$481.4M
Discretionary$412.5M
Non-Disc.$69M
Employees7
Clients35
DateJan 2021
Total AUM$352M
Discretionary$331.3M
Non-Disc.$20.6M
Employees7
Clients30
DateJun 2020
Total AUM$352M
Discretionary$331.3M
Non-Disc.$20.6M
Employees7
Clients30
DateJun 2020
Total AUM$352M
Discretionary$331.3M
Non-Disc.$20.6M
Employees7
Clients30
DateApr 2020
Total AUM$352M
Discretionary$331.3M
Non-Disc.$20.6M
Employees7
Clients30
DateMar 2020
Total AUM$352M
Discretionary$331.3M
Non-Disc.$20.6M
Employees7
Clients30
DateDec 2019
Total AUM$273.8M
Discretionary$259.1M
Non-Disc.$14.8M
Employees8
Clients20
DateMar 2019
Total AUM$273.8M
Discretionary$259.1M
Non-Disc.$14.8M
Employees8
Clients20
DateNov 2018
Total AUM$243.1M
Discretionary$226M
Non-Disc.$17.1M
Employees5
Clients26
DateMar 2018
Total AUM$243.1M
Discretionary$226M
Non-Disc.$17.1M
Employees5
Clients26
DateFeb 2017
Total AUM$154M
Discretionary$141.8M
Non-Disc.$12.2M
Employees5
Clients26
DateSep 2016
Total AUM$162.2M
Discretionary$153.3M
Non-Disc.$9M
Employees3
Clients0
DateFeb 2016
Total AUM$162.2M
Discretionary$153.3M
Non-Disc.$9M
Employees3
Clients0
DateJan 2016
Total AUM$162.2M
Discretionary$153.3M
Non-Disc.$9M
Employees3
Clients0
DateAug 2015
Total AUM$41.2M
Discretionary$41.2M
Non-Disc.$0
Employees2
Clients0
DateAug 2015
Total AUM$41.2M
Discretionary$41.2M
Non-Disc.$0
Employees2
Clients0
DateJul 2015
Total AUM$41.2M
Discretionary$41.2M
Non-Disc.$0
Employees2
Clients0
DateJun 2015
Total AUM$41.2M
Discretionary$41.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0