Cheswold Lane Asset Management, LLC is a mid-sized advisory firm based in West Conshohocken. It manages $61.11 million of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Pennsylvania.
Cheswold Lane Asset Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cheswold Lane Asset Management, LLC is $61.11 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 2580% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cheswold Lane Asset Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Cheswold Lane Asset Management, LLC performs its advisory services is located at 100 Front Street, West Conshohocken, PA 19428, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-940-5330 or by fax 610-941-5009. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at cheswoldlane.com.