Schaller Investment Group Inc

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Assets, Funds, Holdings

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CAFR Data
Schaller Investment Group Inc
CRD #107297
SEC #801-50849
CIK #1315889, 834285
AUM $176.2 MM (100% Disc, 100% US)
Employees2 (50% Investors, 0% Brokers)
Phone336-774-1515
Address119 Brookstown Avenue
Winston Salem, NC 27101
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
235188141944702000200620132020
Sector Holding Cap ($MM) Value ($MM)
FRBK360.422.7
CACC8,340.011.6
YELP2,930.07.0
IBM122,540.05.3
DLTR24,710.02.3
WFC226,380.01.0
PM138,730.00.6
PG249,110.00.5
KO197,430.00.5
SO53,180.00.5
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Holdings by Sector ($)
0.10.10.10.00.00.02014201620182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF Schaller Equity Partners A North Carolina Limited Partnership [2010-09-22] 47.8 121.3
View All
Fund Directors # Filings # Firms 2011 - 2020
Douglas Schaller 1 1
Schaller Equity Management Inc 1 1
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Inverdale Capital Management LLC
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South Shore Capital Advisors LLC
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Krusen Capital Management LLC
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