CHANDLER ASSET MANAGEMENT INC

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UUIDaa485177-37e6-587c-8af5-40508552d48d

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:49

Updated2025-10-23 02:24:32

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	107287	107287	—	1.0
cik	0001665018	1665018	—	—
lei	254900E9BJWINIZ90E91	254900E9BJWINIZ90E91	—	—
sec_file_number	801-44378	801-44378	—	—

Profile

Websitehttps://www.youtube.com/channel/UCIUGGxVg75mCArkBSkyWRRw

HQ CitySAN DIEGO

HQ StateCA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)41,582,938,832.0
RAUM (discretionary)33,990,769,058.0
Actionable assets36,808,202,991.0
Accounts1,049.0

Institutional Clients

Government AUM35,135,212,155.0
Pension AUM13,045,660.0
Charitable AUM118,659,406.0
HNW AUM88,792,066.0

As of 2025-05-20 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
CASSELL, MARTIN, DAYLE	SHAREHOLDER/CFO	OFFICER	—	{"filing_id": "2014802", "owner_id": "4330905", "source": "adv_part1", "table": "Schedule_A_B"}
CHANDLER ASSET MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST	SHAREHOLDER	OFFICER	—	{"filing_id": "2014802", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
CHANDLER INVESTOR SERVICES, INC.	SHAREHOLDER	OFFICER	—	{"filing_id": "2014802", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
DRAGOO, NICOLE, MARIE	CHIEF EXECUTIVE OFFICER	OFFICER	—	{"filing_id": "2014802", "owner_id": "4263078", "source": "adv_part1", "table": "Schedule_A_B"}
Rasmussen, Michael, Thomas	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2014802", "owner_id": "6874332", "source": "adv_part1", "table": "Schedule_A_B"}
SCHMITT, JAYSON	CO-CHIEF INVESTMENT OFFICER	OFFICER	—	{"filing_id": "2014802", "owner_id": "4892847", "source": "adv_part1", "table": "Schedule_A_B"}
DENNEHY, WILLIAM	CO-CHIEF INVESTMENT OFFICER	EMPLOYEE	—	{"filing_id": "2014802", "owner_id": "2397527", "source": "adv_part1", "table": "Schedule_A_B"}
PRICKETT, SCOTT, DAVID	CO-CHIEF INVESTMENT OFFICER	EMPLOYEE	—	{"filing_id": "2014802", "owner_id": "1901448", "source": "adv_part1", "table": "Schedule_A_B"}
PRUDENT FIDUCIARY SERVICES	TRUSTEE	EMPLOYEE	—	{"filing_id": "2014802", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
TAUBER, RYAN, EDWARD	MANAGING DIRECTOR OF BUSINESS DEVELOPMENT	EMPLOYEE	—	{"filing_id": "2014802", "owner_id": "4007762", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:32 • csv
```
{
  "date_submitted": "09/08/2025 03:23:57 PM",
  "filing_id": "2014802",
  "reg_type": "IA"
}
```