# Chevy Chase Trust

Chevy Chase Trust is a Multi Family Office based in Bethesda, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Bethesda, United States
- **Region:** North America
- **Address:** 20814, Bethesda, Maryland, US, 7501 Wisconsin Avenue, Suite 1500 West
- **Founded:** 1999
- **Assets under management:** 44000 (Altss estimate)
- **Website:** www.chevychasetrust.com
- **LinkedIn:** https://www.linkedin.com/company/chevychasetrust

## Regulatory record

- **CRD number:** 110742
- **SEC file number:** 801-55134
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/110742

## About

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.

## Sectors

- Robotics & Automation
- Healthcare Services
- Media & Entertainment
- Mobility & Transportation

## People

- B. Francis Saul, II — Chairman
- Patricia Saul — Vice Chair

## 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.

### 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.

### What investment stages or structures does Chevy Chase Trust avoid?

The firm maintains a negative posture toward buyout strategies and private equity commitments.

## Related profiles

- [Yale University](https://altss.com/profile/yale-university)
- [Angeles Investment Advisors](https://altss.com/profile/angeles-investment-advisors-llc)

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

Canonical page: https://altss.com/profile/chevy-chase-trust

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