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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

CHESAPEAKE PARTNERS

CHESAPEAKE PARTNERS MANAGEMENT CO., INC., CRD 156459

BALTIMORE, MD

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Search this name across graphsid dfx:ria:081e6d56-ca7c-affd-b161-f9331a625d78

Data as of Mar 30, 2016 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 0
Observed: Feb 14, 2012 to Mar 30, 2016
5 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $1.6BItem 5.F on the latest filing (2016-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.6B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 17
Advisory employees: 14
Accounts: 3
Private funds: 2Schedule D 7.B(1)
Private fund GAV: $1.6Bgross asset value as reported per fund; never fund size
Custody, client assets: $1.6B
SEC number: 801-73826
CRD: 156459
Filings on the tape: 5
First filed: Feb 14, 2012
Latest filed: Mar 30, 2016
Organised: Corporation, Maryland

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
CHESAPEAKE PARTNERS LIMITED PARTNERSHIP	Hedge Fund	$1.0B	Mar 30, 2016	119	Feb 14, 2012	reported	021-827061
CHESAPEAKE PARTNERS MASTER FUND, LTD.	Hedge Fund	$545M	Mar 30, 2016	51	Feb 14, 2012	reported	021-115257

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CHESAPEAKE PARTNERS	DIRECT OWNER OF C P MANAGEMENT, L.L.C.	E	yes	09/1996	Feb 14, 2012	Mar 30, 2016
LERNER, MARK, DAVID	INDIRECT SHAREHOLDER	D	yes	10/1996	Feb 14, 2012	Mar 30, 2016
LERNER, MARK, DAVID	VICE PRESIDENT AND SHAREHOLDER, CHESAPEAKE PARTNERS MANAGEMENT CO., INC. AND VICE PRESIDENT, C P MANAGEMENT, L.L.C.	D	yes	10/1991	Feb 14, 2012	Mar 30, 2016
LERNER, TRACI, JOY	INDIRECT SHAREHOLDER	D	yes	10/1996	Feb 14, 2012	Mar 30, 2016
LERNER, TRACI, JOY	PRESIDENT AND SHAREHOLDER, CHESAPEAKE PARTNERS MANAGEMENT CO., INC. AND PRESIDENT, C P MANAGEMENT, L.L.C.	D	yes	10/1991	Feb 14, 2012	Mar 30, 2016
ANCONA, CHRISTOPHER, ROBERT	CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL, CHESAPEAKE PARTNERS MANAGEMENT CO., INC. AND C P MANAGEMENT, L.L.C.	Na	no	03/2014	Mar 31, 2014	Mar 30, 2016
LEVINOFF, AARON, LESLIE	FINANCIAL AND OPERATIONS MANAGEMENT, CHESAPEAKE PARTNERS MANAGEMENT CO., INC. AND C P MANAGEMENT, L.L.C.	Na	no	07/2005	Feb 14, 2012	Mar 30, 2016

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
C P MANAGEMENT, L. L. C.	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2015	Mar 30, 2016	$1.6B	$1.6B	17	14	n/a	2	$1.6B
2014	Mar 31, 2015	$2.1B	$2.1B	17	14	n/a	2	$2.1B
2013	Mar 31, 2014	$1.8B	$1.8B	17	15	n/a	2	$1.8B
2012	Apr 1, 2013	$1.7B	$1.7B	17	15	n/a	2	$1.7B

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2015	$1.6B	$2.1B	-24.4%	$1.7B	-3.0%	17	17	n/a	n/a

Relationships

Advises (2)

→ CHESAPEAKE PARTNERS LIMITED PARTNERSHIPPrivate fundHedge Fund, IA
Feb 14, 2012 to presentfactForm ADV
→ CHESAPEAKE PARTNERS MASTER FUND, LTD.Private fundHedge Fund, IA
Feb 14, 2012 to presentfactForm ADV

Controls (3)

← LERNER, TRACI, JOYOwnerINDIRECT SHAREHOLDER, ownership code D, individual
Feb 14, 2012 to presentfactForm ADV
← CHESAPEAKE PARTNERSOwnerDIRECT OWNER OF C P MANAGEMENT, L.L.C., ownership code E, domestic entity
Feb 14, 2012 to presentfactForm ADV
← LERNER, MARK, DAVIDOwnerINDIRECT SHAREHOLDER, ownership code D, individual
Feb 14, 2012 to presentfactForm ADV

Owns (2)

← LEVINOFF, AARON, LESLIEOwnerFINANCIAL AND OPERATIONS MANAGEMENT, CHESAPEAKE PARTNERS MANAGEMENT CO., INC. AND C P MANAGEMENT, L.L.C., ownership code NA, individual
Feb 14, 2012 to presentfactForm ADV
← ANCONA, CHRISTOPHER, ROBERTOwnerCHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL, CHESAPEAKE PARTNERS MANAGEMENT CO., INC. AND C P MANAGEMENT, L.L.C., ownership code NA, individual
Mar 31, 2014 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:081e6d56-ca7c-affd-b161-f9331a625d78
First observed: Feb 14, 2012
Last observed: Mar 30, 2016 127 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CHESAPEAKE PARTNERS

CHESAPEAKE PARTNERS MANAGEMENT CO., INC., CRD 156459

BALTIMORE, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:081e6d56-ca7c-affd-b161-f9331a625d78

Data as of Mar 30, 2016 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:26 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

CHESAPEAKE PARTNERS LIMITED PARTNERSHIP

Hedge Fund

$1.0B

Mar 30, 2016

119

Feb 14, 2012

reported

021-827061

CHESAPEAKE PARTNERS MASTER FUND, LTD.

Hedge Fund

$545M

Mar 30, 2016

Feb 14, 2012

reported

021-115257

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CHESAPEAKE PARTNERS

DIRECT OWNER OF C P MANAGEMENT, L.L.C.

yes

09/1996

Feb 14, 2012

Mar 30, 2016

LERNER, MARK, DAVID

INDIRECT SHAREHOLDER

yes

10/1996

Feb 14, 2012

Mar 30, 2016

LERNER, MARK, DAVID

VICE PRESIDENT AND SHAREHOLDER, CHESAPEAKE PARTNERS MANAGEMENT CO., INC. AND VICE PRESIDENT, C P MANAGEMENT, L.L.C.

yes

10/1991

Feb 14, 2012

Mar 30, 2016

LERNER, TRACI, JOY

INDIRECT SHAREHOLDER

yes

10/1996

Feb 14, 2012

Mar 30, 2016

LERNER, TRACI, JOY

PRESIDENT AND SHAREHOLDER, CHESAPEAKE PARTNERS MANAGEMENT CO., INC. AND PRESIDENT, C P MANAGEMENT, L.L.C.

yes

10/1991

Feb 14, 2012

Mar 30, 2016

ANCONA, CHRISTOPHER, ROBERT

CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL, CHESAPEAKE PARTNERS MANAGEMENT CO., INC. AND C P MANAGEMENT, L.L.C.

03/2014

Mar 31, 2014

Mar 30, 2016

LEVINOFF, AARON, LESLIE

FINANCIAL AND OPERATIONS MANAGEMENT, CHESAPEAKE PARTNERS MANAGEMENT CO., INC. AND C P MANAGEMENT, L.L.C.

07/2005

Feb 14, 2012

Mar 30, 2016

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

C P MANAGEMENT, L. L. C.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2015

Mar 30, 2016

$1.6B

n/a

$1.6B

2014

Mar 31, 2015

$2.1B

n/a

$2.1B

2013

Mar 31, 2014

$1.8B

n/a

$1.8B

2012

Apr 1, 2013

$1.7B

n/a

$1.7B

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2015

$1.6B

$2.1B

-24.4%

$1.7B

-3.0%

n/a