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

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 by senior management.

Chelsea's full-time professional staff of fifteen includes five senior portfolio managers, three additional investment professionals, and a highly competent technical and support staff.


Long-Term Perspective

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.


Manages Over 1 Billion Dollars

Currently Chelsea Management Company manages just over 1 billion dollars for a small number of clients including individuals, insurance companies, charitable foundations, endowment funds, religious organizations and employee benefit plans.