CHEZ SHEA LLC

CHEZ SHEA LLC is an SEC-registered investment adviser (CRD 334080). Regulatory assets under management: $2.2M.

Registration

• CRD: 334080
• Type: Registered investment adviser
• Phone: 603-502-1242
• Latest filing: 2026-02-14
• Regulatory AUM: $2.2M
• Discretionary AUM: $2.0M
• Non-discretionary AUM: $249K
• Clients: 1
• Accounts: 2

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334080 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search