Chevy Chase Trust Overview

  • Type
  • Investment Advisor

  • Year Founded
  • 1997

Year Founded

  • Professionals
  • 35

Professionals

  • AUM

Chevy Chase Trust General Information

Description

Chevy Chase Trust is an investment advisory firm based in Bethesda, Maryland. Established in 1997, by B. F. Saul II, the firm provides investment advisory and corporate fiduciary services for wealthy individuals, and multi-generational families as well as serves as an investment manager for institutions. The assets of the firm are managed by the executive team. This firm is a Registered Investment Adviser (RIA).

Contact Information

Website
www.chevychasetrust.com
Formerly Known As
Chevy Chase Trust Holdings, Inc.
Year Founded
1997
Open To Secondaries
Open To First Time Funds
Institution Type
Investment Advisor
Primary Contact
Title
Chief Investment Officer
Email
ar
Phone
+1 (240)
Corporate Office
  • 7501 Wisconsin Avenue
  • Suite 1500 West
  • Bethesda, MD 20814
  • United States
+1 (240)

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Chevy Chase Trust Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

Request a free trial
Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Chevy Chase Trust Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

Request a free trial
  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Chevy Chase Trust FAQs

  • When was Chevy Chase Trust founded?

    Chevy Chase Trust was founded in 1997.

  • Where is Chevy Chase Trust headquartered?

    Chevy Chase Trust is headquartered in Bethesda, MD.

  • How many Assets Under Management (AUM) does Chevy Chase Trust have?

    Chevy Chase Trust has in assets under management.

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read blog »

  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process »