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Dean Chase Capital Management, LLC (San Diego)


Dean Chase Capital Management, LLC is an adviser based in San Diego. It manages $324 thousand of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2004.

Dean Chase Capital Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Dean Chase Capital Management: assets under management

The assets under management (AUM) of Dean Chase Capital Management, LLC is $324 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $324 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $108 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dean Chase Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based 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.

Based in San Diego

The principal office where Dean Chase Capital Management, LLC performs its advisory services is located at 12707 High Bluff Drive, San Diego, CA 92130, 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 858-350-4260 or by fax 858-350-4262. The normal business hours are 9:00am to 5:00pm on Monday - Friday.


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