CHANDLER ASSET MANAGEMENT, INC.

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Chandler Asset Management is based out of San Diego. Chandler Asset Management is a large advisory firm with 884 clients and discretionary assets under management (AUM) of $16,367,505,580 (Form ADV from 2020-03-09). Their last reported 13F filing for Q1 2020 included $190,976,000 in managed 13F securities and a top 10 holdings concentration of 95.6%. Chandler Asset Management's largest holding is Vanguard Small-Cap ETF with shares held of 322,250. Whalewisdom has at least 10 13F filings

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03/31/2020

Top Sells

  • Name% Change

03/31/2020

13F Activity

  • Market Value $190.976 Million
  • Prior Market Value $240.893 Million
  • New Purchases17 stocks
  • Additional Purchases0 stocks
  • Sold out of0 stocks
  • Reduced holdings in0 stocks
  • Top 10 Holdings % 95.60 %
  • Turnover % [1]:%
  • Turnover Alt % [2]: %
  • Time Held Top20:0.00 quarters
  • Time Held Top10:0.00 quarters
  • Time Held All:0.00 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2020

13F Sector Allocation Over Time


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View Last Form Adv Compilation Report on Record

CHANDLER ASSET MANAGEMENT INC
6225 LUSK BOULEVARD
SAN DIEGO CA    92121-2796
Country: United States

Business Phone: 858.546.3737
Fax: 858.546.3741
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: CA
Number of employees: 31
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 884
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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