Gerasimos Efthimiatos
Gerasimos Efthimiatos is a registered investment advisor at Chesapeake Asset Management LLC, based in New York, NY, with 3 years of industry experience. Gerasimos operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 153 clients with $720M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
This is the fee for Discretionary Services - Public Markets. For Customized Global Multi-Asset Class Portfolios, the base fee ranges from 0.50% - 1.00% per annum and is negotiated with each client. Performance fees may also apply.
Fee Estimator
Location
126 E 56th St, Suite 410, New York, NY, 10022-3613
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Gerasimos is a managing member of CAM Global GP LLC.
Employment History
Current Registrations
Chesapeake Asset Management LLC
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.