Chevy Chase Trust
Chevy Chase Trust is a multi-family office headquartered in Bethesda. Founded in 1999, it originates from the Saul family’s real estate and banking enterprises and manages more than $38 billion in assets for high-net-worth families, endowments and select...
Chevy Chase Trust
Chevy Chase Trust is a multi-family office headquartered in Bethesda. Founded in 1999, it originates from the Saul family’s real estate and banking enterprises and manages more than $38 billion in assets for high-net-worth families, endowments and select institutions. The firm provides discretionary portfolio management, trust administration, estate planning and financial advisory services delivered by in-house specialists—advancing disciplined, research-driven thematic investing.
General information
Firm type
Multi Family Office
Year founded
1999
AUM
—
Location
Region
North America
Country
—
City
Bethesda
Corporate office
20814, Bethesda, Maryland, US, 7501 Wisconsin Avenue, Suite 1500 West
Frequently asked questions
What is Chevy Chase Trust?
Chevy Chase Trust is a multi family office headquartered in Bethesda.
When was Chevy Chase Trust founded?
Chevy Chase Trust was founded in 1999.
Where is Chevy Chase Trust headquartered?
Chevy Chase Trust is headquartered in Bethesda, in the North America region.
How many professionals work at Chevy Chase Trust?
Altss tracks approximately 177 professionals associated with Chevy Chase Trust.
What does Altss track for Chevy Chase Trust?
Altss maintains an OSINT-verified profile of Chevy Chase Trust covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Chevy Chase Trust's website?
Chevy Chase Trust's public website is www.chevychasetrust.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Chevy Chase Trust?
Chevy Chase Trust is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Chevy Chase Trust?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Chevy Chase Trust?
Chevy Chase Trust's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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