LP Profile

Chevy Chase Trust

Also known as CCT

Multi Family Office (MFO)Bethesda, United StatesFounded 1997
$36.0B
Assets Under Management
Bethesda
Headquarters
Investment Focus

About Chevy Chase Trust

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.

Preferred Investment Types

Long-Term InvestmentsInvestment FundsGrowth CapitalVenture Capital - Early StageVenture CapitalReal EstatePrivate EquityDirect

Preferred Sectors & Themes

Multi-Asset InvestingInvestment Management FinanceAlternative InvestmentsTraditional Investments (Liquid Assets)Financial Services

Preferred Geographies

United StatesGlobal
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Chevy Chase Trust from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$44.9B
Total Clients
5,097
Filing Date
March 31, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Chevy Chase Trust across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Chevy Chase Trust?

Chevy Chase Trust is a multi family office (mfo) based in Bethesda, United States, managing approximately $36.0B in assets.

Where is Chevy Chase Trust headquartered?

Chevy Chase Trust is headquartered in Bethesda, United States.

How much does Chevy Chase Trust manage?

Chevy Chase Trust manages approximately $36.0B in assets under management.

When was Chevy Chase Trust founded?

Chevy Chase Trust was founded in 1997.

What does Chevy Chase Trust invest in?

Chevy Chase Trust focuses on Long-Term Investments, Investment Funds, Growth Capital, Venture Capital - Early Stage, Venture Capital, Real Estate, Private Equity, Direct.

How can I contact Chevy Chase Trust?

Verified contact details, key decision-makers, and investment preferences for Chevy Chase Trust are available on LPbacked. Create a free account to access them.