Chenery Management Inc (San Francisco)

Chenery Management Inc is a large advisory firm based in San Francisco. It manages $40.1 million of regulatory assets for 50 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California and Virginia.

Chenery Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Chenery Management: assets under management

The assets under management (AUM) of Chenery Management Inc is $40.1 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $40.1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $802 thousand each.

Careers at Chenery Management Inc

Roy E Hahn has been acting as President since 1 Jun 2001. Li Chien Tsai joined the executive team most recently as the Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Roy E Hahn	President	1 Jun 2001	25% - 50%	4514102
Larry Austin	Secretary	1 Jun 2001	25% - 50%	4514105
Li Chien Tsai	Vice president	1 Dec 2001	25% - 50%	4514106
Li Chien Tsai	Treasurer	1 Sep 2002	Other	4514106
Chenery Holdings Incorporated	Sole stockholder	1 Sep 2002	75% - 100%	47-0887904

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Roy E Hahn	Stockholder	1 Sep 2002	25% - 50%	4514102
Larry Austin	Stockholder	1 Sep 2002	25% - 50%	4514105

Based in San Francisco

The principal office where Chenery Management Inc performs its advisory services is located at 703 Market Street, San Francisco, CA 94103, which is also the mailing address of the firm. An additional office of the firm is in Alexandria, VA. It doesn’t run an office outside of the United States.