# Chequers Financial Management

Chequers Financial Management is a Multi Family Office based in San Francisco, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** San Francisco, United States
- **Region:** North America
- **Founded:** 2016
- **Assets under management:** 1050 (Altss estimate)
- **Website:** chequersfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/chequers-financial-management

## Regulatory record

- **CRD number:** 175209
- **SEC file number:** 801-107158
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/175209

## About

Chequers Financial Management was established in 2016 by tax attorney Megan Gorman. Her prior experience at Goldman Sachs Ayco and BNY Mellon forms the basis for the firm's focus on high-net-worth clients. The firm pursues a fund-of-funds posture alongside venture capital exposure. It maintains a geographic footprint concentrated in North America. Confirmed holdings include a board seat at Swaay Media Inc. Services extend to discretionary mandates and advisory arrangements for families and executives. The team includes three named partners. Megan Gorman also serves on boards including Miracles for Kids and the National Endowment for Financial Education. The firm participates in events such as the Citywire RIA Park City Summit. Governance centers on a founder-led structure with direct partner ownership. This setup allows integrated delivery of tax, estate and investment functions without external fund vehicles.

## Sectors

- Fund of Funds
- Venture Capital

## People

- Megan Gorman — Founder and Managing Partner
- Edward J. Kearney — Managing Partner and Owner
- Nicole A. Tanenbaum — Partner and Chief Investment Strategist

## Questions

### Who runs investment decisions at Chequers Financial Management?

Megan Gorman serves as Founder and Managing Partner. Edward J. Kearney acts as Managing Partner and Owner. Nicole A. Tanenbaum holds the role of Partner and Chief Investment Strategist.

### Does Chequers Financial Management participate in fund commitments or only direct deals?

The firm shows an indicated fund-of-funds posture. It also holds direct positions such as a board seat at Swaay Media Inc.

### What investment stages does Chequers Financial Management typically target?

The firm maintains exposure to venture capital and fund-of-funds vehicles. Specific stage preferences are not publicly detailed beyond general North American allocations.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/chequers-financial-management-llc

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