Chandler Asset Management

What Chandler Asset Management does

Chandler Asset Management, Inc. is an SEC-registered, independently employee-owned investment management firm founded in 1988 and headquartered in San Diego, California, with an additional office in Seattle. The firm specializes in tailored fixed income portfolio management for institutional clients, with a primary focus on government agencies, municipalities, and public finance entities, and a secondary segment of institutional non-profit organizations. Its investment process is driven by proprietary quantitative models designed by co-founder and CFO Martin Cassell, which establish duration, structure, and asset allocation across client portfolios; these models have been further developed through quantitative analytic tools integrated by Co-CIO Jayson Schmitt.

The firm's core service offering comprises three pillars: tailored investment solutions customized to each client's risk, liquidity, and return objectives; active portfolio management designed to navigate market volatility and yield curve shifts; and customized guidance and support addressing operational challenges such as public sector staff turnover and resource constraints. It does not offer a software or technology product to external buyers; rather, its technology stack is internal, with client-facing reporting and account management delivered through an integration with Clearwater Analytics.

The firm generates revenue exclusively through investment advisory fees on assets under management, negotiated on an institutional basis with no publicly disclosed pricing. There is no evidence of external institutional investors, private equity ownership, or public listing; the firm operates an Employee Stock Ownership Plan (ESOP), with ownership concentrated among employees. Leadership is structured around three Co-Chief Investment Officers (Dennehy, Prickett, Schmitt), a CEO (Nicole Dragoo), CFO/Chair (Martin Cassell), COO (Ryan Tauber), and CCO/General Counsel (Michael Rasmussen). Customer acquisition is driven by direct institutional sales through dedicated relationship management and supported by content marketing via weekly economic insights, monthly bond market reviews, and LinkedIn presence.

Name

Chandler Asset Management

Legal name

Chandler Asset Management, Inc.

Website

https://chandlerasset.com

Company type

Private

Founded year

1988

Operating status

Operating

Headcount range

11–50 employees

Short description

Chandler Asset Management is an SEC-registered, employee-owned investment management firm that provides tailored fixed income portfolio management to institutional clients, primarily government agencies, municipalities, and public finance entities across the United States.

Ownership category

akta.pro rank

Headquarters

HQ city

San Diego

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Investment Management Fees: Chandler Asset Management generates revenue through investment advisory fees charged to institutional clients for managing fixed income portfolios. The firm operates as an SEC-registered investment adviser providing customized investment management services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Chandler Asset Management is an SEC-registered investment adviser that manages tailored fixed income portfolios for institutional clients. The firm delivers customized investment solutions, active portfolio management, and dedicated guidance and support, with a focus on helping government agencies and public finance entities navigate the yield curve and achieve safety, liquidity, and return objectives.

Product overview

Chandler Asset Management is a fixed income investment management firm providing tailored fixed income portfolios to institutional clients. The company offers investment management services focused on helping institutions navigate the yield curve and manage portfolio risk. Services include tailored investment solutions, active portfolio management, and customized guidance and support. Chandler operates as a service-based investment advisory firm rather than a software product company, with services delivered through direct client relationships managed by their team of investment professionals.

Differentiator

Problem solved

Functional benefit

Products and services

• Tailored Fixed Income Portfolio Management

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Clearwater AnalyticscoreTechnology or IntegrationChandler Asset Management integrates with Clearwater Analytics for client portfolio reporting and account management. Clients access their accounts through the Clearwater Analytics console, indicating a core operational partnership for portfolio data and reporting infrastructure.

Scale indicators4 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Payden & Rygel: Payden & Rygel is an independent, employee-owned investment manager specializing in fixed income for institutional clients. It is directly comparable to Chandler in size, ownership structure, fixed income focus, and institutional/government client base.
• Western Asset Management: Western Asset is one of the world's largest active fixed income managers with deep institutional and public pension client relationships. It competes directly with Chandler for fixed income mandates from government and public finance entities.
• Brandywine Global Investment Management: Brandywine Global is a focused fixed income manager serving institutional clients with active global fixed income strategies. It directly competes with Chandler for fixed income mandates from public entities and institutional investors.
• Loomis Sayles: Loomis Sayles is a well-established active fixed income manager with significant institutional assets and a strong presence serving public fund and corporate pension clients. Comparable to Chandler in active fixed income orientation and institutional focus.
• TCW Group: TCW Group is a global investment manager with a substantial active fixed income franchise serving institutional clients. Its institutional fixed income platform directly overlaps with Chandler's core service offering.
• Dodge & Cox: Dodge & Cox is an independent, employee-owned investment manager with a strong institutional fixed income practice. Its ownership model, value-oriented fixed income approach, and focus on long-term institutional clients parallel Chandler's positioning.
• DoubleLine Capital: DoubleLine is an independent fixed income specialist founded by a former PIMCO senior portfolio manager, serving institutional clients with active fixed income strategies. It is a direct competitor in institutional active fixed income mandates.

Broad incumbents

• BlackRock: BlackRock is the world's largest asset manager with broad active and passive fixed income capabilities serving institutional and government clients. It is a broad incumbent competitor that pressures boutique managers like Chandler on fee and scale.
• Pacific Investment Management Company (PIMCO): PIMCO is the world's largest active fixed income manager and a benchmark institutional fixed income provider. It competes with Chandler for government and public finance fixed income mandates but operates at vastly greater scale across multiple asset classes.

Emerging players

• Sage Advisory: Sage Advisory is a fixed income-focused investment manager with institutional and public entity clients. It is comparable as a smaller-scale fixed income specialist competing for similar institutional fixed income mandates.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/chandler-asset-management

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Chandler Asset Management