Schaller Investment Group Inc

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Schaller Investment Group Inc ✚
CRD #	107297
SEC #	801-50849
CIK #	0001315889
AUM
Employees	2 (50% Investors, 0% Brokers)
Fees
Minimum
Phone	336-774-1515
Address	119 Brookstown Avenue Winston Salem, NC 27101
Source	[IAPD] [EDGAR] [Website]

Total AUM ($M) Copy

Sector	Form 13F Holdings	Value ($M)
	Alphabet Inc	11.0
	Vistaprint NV	10.6
	Credit Acceptance Corp	6.8
	Priceline Com Inc	5.0
	Alphabet Inc	4.5
	Dollar Tree Inc	3.6
	International Business Machines Corp	3.4
	J P Morgan Chase & Co	3.0
	White Mountains Insurance Group Ltd	1.6
	Wells Fargo & Co/MN	1.1
View All

Holdings by Sector ($M)

Type	Form D Funds	Date	Sold	AUM
HF	Schaller Equity Partners A North Carolina Limited Partnership	[2012-03-30]	47.8 M	121.3 M
	Filed 2012-02-15 (D/A) · Exemption 506, 3(c), 3(c)(1) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets $50,000,001 - $100,000,000

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	33	7.1
(b) Individuals (high net worth individuals)	60	73.5
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	1	83.5
(g) Pension and profit sharing plans	2	6.8
(h) Charitable organizations	1	0.3
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	1	5.0
(n) Other	0	0.0
Total	98	176.2
By Discretionary
Discretionary	98	176.2
Non-Discretionary	0	0.0
Total	98	176.2
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		176.2
Total	98	176.2

Form D Directors	Role	# Filings	# Firms	2011 - 2026
Schaller Equity Management Inc	Executive Officer	1	1
Douglas Schaller	Executive Officer	1	1

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001315889]

Firm Profile (Form ADV)
Discretionary AUM	$0.2B
Serves	Institutional, Retail
Fund Types	Hedge Fund

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Schaller Investment Group Inc

Assets, Funds, Holdings