| Name | Title | Ownership | Since |
|---|---|---|---|
| Edward James Kearney | Member | 10-25% | 2018 |
| Megan Elise Gorman Control | Managing Member & Chief Compliance Officer | Over 75% | 2015 |
| Nicole Anne Tanenbaum Control | Member | 5-10% | 2021 |
Chequers Financial Management LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
Chequers Financial Management LLC reports 12 employees.
Chequers Financial Management LLC is based in San Francisco, CA and has been SEC-registered since 2016.
Chequers Financial Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 434 Jackson Street, Suite a, San Francisco, CA 94111 |
| Phone | 415-964-5001 |
| Fax | NONE |
| Office hours | By Appointment |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $904.9M |
| Non-discretionary | $145.3M |
| Total (RAUM) | $1.05B |