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Chelsea Mgt. Co.

444 S. Flower Street #2340
Los Angeles, California 90071
United States
 
Contact :      Mrs. Sally Gallagher
Phone :       (213) 362-9200
Fax :             (213) 627-7463
Email :         sally@chelseamanagement.com
Web :           http://www.chelseamanagement.com

Chelsea Mgt. Co. Information

Type of organization : Sole Proprietorship
Total Assets Managed ($Mil) : $917
Tax-Exempt Managed ($Mil) : $129
Taxable Assets Managed ($Mil) : $694
Year Founded : 1971
Wrap Programs Offered? : No
# of Accounts Managed : 320
In-House Research : 100 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : Yes
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Chelsea Mgt. Co. History

Chelsea Management Company is an independent investment counsel firm chartered by the State of California and regulated by the Securities and Exchange Commission under the Investment Advisors Act of 1940. Founded in 1971, the firm specializes in equity-oriented and fixed-income accounts. Managing investment portfolios is our only business. The firm is not associated with any brokerage firm, insurance company or bank. Ownership is held entirely in senior management. Chelsea's full-time professional staff of twelve includes three senior portfolio managers, three additional investment professionals, and a highly competent technical and support staff. The firm has developed an investment approach which combines the important elements of long-term perspective and the understanding of global and domestic economic factors as well as intense individual security analysis and selection. The process whereby this approach is implemented is disciplined and consistent. Currently Chelsea Management Company manages over 860 million dollars for a small number of clients including individuals, insurance companies, charitable foundations, endowment funds, religious organizations and employee benefit plans.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
254
$250
 
Limited Partnership :
 
Foundations :
43
$94
ERISA :
Unions, Taft-Hartley :
Public :
16
$76
Others :
7
$497
Total # of Professional : 15 Analysts : 1
Portfolio Managers : 4 Traders : 2
Client Service : 2 Operation : 6

Chelsea Mgt. Co. Personnel

Ms.  Sally Gallagher

Client Contact
Tel : (213)362-9200
Email: sally@chelseamanagement.com
Mrs. Gallagher has executive responsibility in the client/broker relations, account administration and compliance areas. Her prior experience includes trading and compliance in the securities industry. Prior to that she was a professional educator. Mrs. Gallagher received her Bachelor of Arts degree from the University of Arizona as well as additional course work in the management and investment fields. She is a member of the Association for Investment Management Research and Los Angeles Society of Financial Analysts.

Mr.  Frederick J. Ruopp

Portfolio Manager
Tel : 213-362-9200
Email: cmc@chelseamanagement.com
Mr. Ruopp has been Chief Investment Officer of Chelsea Management since its founding in 1971. He has for more than thirty years been active in investment management of individual and institutional portfolios. He was investment advisor to partners of Lehman Brothers investment banking firm and prior to that had broad investment research and portfolio experience managing major retirement portfolios at the First National Bank of Chicago. He was further a senior investment officer of Transamerica?s diverse insurance and investment counsel operations. He is a graduate of the University of Illinois, and has a Masters Degree in Business Administration, Finance, from Northwestern University. He is a Chartered Financial Analyst and Chartered Investment Counselor.

Mr.  Thomas A. Techentin

Portfolio Manager
Tel : 213-362-9200
Email: tom.techentin@chelseamanagement.com
Mr. Techentin has been fully involved in investing of client funds his entire professional life, beginning with First Interstate Bancorp. He was a principal and director of Fixed Income Investments of a local brokerage firm for several years. His primary responsibilities gave him experience with security and credit analysis, trading activities and corporate due diligence. Mr. Techentin joined Pacific Investment Management Company where he managed major individual and institutional accounts. He received a Bachelors Degree and Master of Business Administration from the University of Southern California. During his military service he was as an officer with the United States Coast Guard. He is a native of Los Angeles and is active on the Board of a number of charitable and business organizations.

Mr.  Al Dew

Securities Trader
Tel : 213-362-9200
Email: aldew@chelseamanagement.com
Mr. Dew acts for Chelsea in positioning of strategy and performance for clients in the most opportune way. Prior to joining Chelsea he was a Senior Planning & Evaluation Consultant for ARCO where he presented complex strategy studies and acquisition valuation reports for public use. He is a graduate of the University of Southern California with a Bachelors of Science Degree in Electrical Engineering and Master of Business Administration in Finance.

Mr.  Patrick C. Pascal

Portfolio Manager
Tel : 213-362-9200
Email: patrick@chelseamanagement.com
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Mr.  Brent Brown

Client Contact
Tel : 213-362-9200
Email: bbrown@chelseamanagement.com

Ms.  Myrra Yeger

Data Preparer
Tel : 213-362-9200
Email: myrra@chelseamanagement.com

Ms.  Jean Chang

Data Preparer
Tel : 213-362-9200
Email: jean@chelseamanagement.com

Chelsea Mgt. Co. Product Name

65% Large-Cap Value/ 35% Int. Fixed Income:Privately Managed Accounts
Large-Cap Value Equity:Privately Managed Accounts
Fixed Income Management:Privately Managed Accounts
Muni:Privately Managed Accounts
Report Created: September,23 2020.  Copyright Money Manager Review , All rights Reserved.
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