Chelsea Management Company

Chelsea Management Company, also known as Chelsea Counsel Company, is an SEC-registered investment adviser based in Los Angeles, California, established in 1971. The firm offers individual portfolio management services, including continuous advice tailored to clients' investment needs. Chelsea's investment philosophy focuses on equity-balanced management, aiming for consistent total rates of return and capital preservation. Additionally, the firm provides fixed income management services, emphasizing the preservation of capital and positive returns through high-quality securities. As of March 31, 2023, Chelsea actively managed $471,739,878 of clients' assets, with $469,666,391 managed on a discretionary basis. The firm charges portfolio management fees based on a percentage of assets under management, with fees varying depending on the account size. Chelsea does not charge performance-based fees and acts as a fiduciary to clients, ensuring their best interests are prioritized. The firm engages in fundamental, technical, and cyclical analysis to formulate investment advice and strategies. Chelsea participates in institutional customer programs with various broker-dealers, such as Schwab Institutional, TD Ameritrade Institutional, and Fidelity, to provide custody, brokerage, and administrative support services. The firm also discloses its proxy voting policies, client referral practices, and financial information, affirming its commitment to transparency and client-centric services. Clients have the option to direct brokerage and instruct proxy voting preferences, ensuring their involvement in decision-making processes.