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Family Office - Multi • Bethesda, United States

Chevy Chase Trust

Chevy Chase Trust is a family office - multi based in Bethesda, United States, founded in 1997. Verified contact details, AUM data, and investment preferences on FindLPs.

$36.0B
Assets Under Mgmt
1997
Year Founded
Family Office - Multi
Investor Type
Bethesda, United States
Headquarters
About

Chevy Chase Trust

Chevy Chase Trust is an investment advisory firm based in Bethesda, Maryland. Established in 1997, by B. F. Saul II, the firm provides investment advisory and corporate fiduciary services for wealthy individuals, and multi-generational families as well as serves as an investment manager for institutions.

Investment Focus

What Chevy Chase Trust Invests In

Investment types: Long-Term Investments, Investment Funds, Growth Capital, Venture Capital - Early Stage, Venture Capital, Real Estate, Private Equity, Direct

Sectors & themes: Multi-Asset Investing, Investment Management Finance, Alternative Investments, Traditional Investments (Liquid Assets), Financial Services

Preferred geographies: United States, Global

Location: 7501 Wisconsin Avenue\nSuite 1500W\nBethesda\nMaryland\n20814\nUnited States

Contact Chevy Chase Trust

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.