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Chevy Chase Trust
Chevy Chase Trust is a multi-family office headquartered in Bethesda. It originated in 1999 from the Saul family’s real estate and banking enterprises and...
Chevy Chase Trust
Chevy Chase Trust is a multi-family office headquartered in Bethesda. It originated in 1999 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 by in-house specialists—advancing disciplined, research-driven thematic investing.
General information
Firm type
Multi Family Office
Year founded
1999
Location
Region
North America
Country
United States
City
Bethesda
Corporate office
20814, Bethesda, Maryland, US, 7501 Wisconsin Avenue, Suite 1500 West
Principals
B. Francis Saul, II
Chairman
Patricia Saul
Vice Chair
Sector focus
Frequently asked questions
Who runs investment decisions at Chevy Chase Trust?
B. Francis Saul II serves as chairman. The firm employs in-house specialists for discretionary portfolio management and thematic research.
Does Chevy Chase Trust participate in private equity or only public markets?
The firm explicitly avoids private equity buyouts and constructs portfolios from stocks and bonds. It maintains no direct deal program.
Where does the underlying wealth originate?
The firm was established by the Saul family from its real estate and banking enterprises. The family retained ownership after the 2009 sale of Chevy Chase Bank.
What geographic regions does Chevy Chase Trust cover?
Confirmed regional focuses include North America, Europe, Asia, South America, Africa, Oceania and the Middle East & Central Asia.
How is Chevy Chase Trust related to ASB Capital Management?
ASB Capital Management operates as an affiliate through the Saul family. Chevy Chase Trust provides accounting and information technology support services to the affiliate.
Does Chevy Chase Trust maintain philanthropic structures?
The firm and its professionals support multiple foundations including the Jewish Community Center of Greater Washington, the Phillips Collection and the Library of Congress Trust Fund Board.
What investment stages or structures does Chevy Chase Trust avoid?
The firm maintains a negative posture toward buyout strategies and private equity commitments.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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