9AT: CHESAPEAKE INVESTMENT MANAGEMENT LLC

CHESAPEAKE INVESTMENT MANAGEMENT LLC

CHESAPEAKE INVESTMENT MANAGEMENT LLC

Adviser Profile

As of Date	03/31/2026
Registration	SEC, Approved, 02/21/2002
Other registrations (2)	Maryland, Terminated, 04/04/2012 District of Columbia, Terminated, 03/29/2012
ADV Location	MCLEAN, VA, United States
Contact Info	202 xxxxxxx
Websites

AUM^*	205,000,000 28%
of that, discretionary	205,000,000 28%
Number of Employees	7 17%
of those in investment advisory functions	4 33%
Private Fund GAV^*	0
Avg Account Size	518,987 -51%
% High Net Worth	98.99% 2%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

206M 177M 147M 118M 88M 59M 29M

2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

Chesapeake Investment Management LLC, (CIM) which was formed in 2002, is an independent, privately owned registered investment advisory and consulting firm based in McLean, Virginia. Our offices are located at 1501 Farm Credit Dr., Suite 2450, McLean, VA 22102. The principal owners are Scott E. Beck, President and E. Antonio Sarrge, Vice President. Chesapeake Investment Management, LLC provides fee based asset management. Our firm uses individualized investment strategies designed to meet specific objectives and risk tolerances of our individual and institutional clients. Client portfolios are diversified and consist mainly of individual equity and fixed income securities. In some cases mutual funds may be used. Each account is managed and tailored to individual client needs. A Client Profile and customized Investment Policy Statement are used as a framework to manage client assets. Each client may impose restrictions on certain securities and types of securities if they so desire. These restrictions, if any, are listed on each client’s,

Client Profile. Chesapeake interviews each client (usually in person but occasionally by telephone) to determine individual needs based on criteria such as age, investment experience, current financial position, personal goals and objectives, and risk tolerance, and provides clients with specific recommendations to achieve suitable investment allocation, and manages client portfolios, based on the individual needs of the client. For District of Columbia residents: Sec. 1811.1(j) of DC rules require Chesapeake to disclose that lower fees for comparable services may be available from other sources and (k) requires Chesapeake to indicate that all material conflicts of interest have been disclosed to the client in writing (via the disclosure provided in this Brochure), which relate to the advisor or any of its employees which could cause Chesapeake to not render unbiased and objective advice Chesapeake Investment Management, LLC manages approximately $160,000,000 in discretionary assets, as of December 31, 2023, for 150 clients.