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| Schauer Investment Management Inc
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|
|---|---|
| CRD # | 283119 |
| SEC # | 801-136765 |
| CIK # | |
| AUM | $119.7 M (2026-06-17) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 818-727-9960 |
| Address | 17024 Lassen St Northridge, CA 91325 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Sage Investments LP | 2026-06-17 | 53.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 4.3 |
| (b) Individuals (high net worth individuals) | 16 | 115.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 37 | 119.7 |
| By Discretionary | ||
| Discretionary | 37 | 119.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 37 | 119.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 119.7 | |
| Total | 37 | 119.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Twin Gryphon Advisors LLC
✚
|
MA | 0.1 |
|
Coker & Palmer Inc
✚
|
MS | 0.1 |
|
Sundial Wealth LLC
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FL | 0.1 |
|
TRG Capital Management Incorporated
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NC | 0.1 |
|
Risk Paradigm Group LLC
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MA | 0.1 |
|
Branzan Investment Advisors Inc
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|
CO | 0.1 |
|
Sparrow Capital Management Inc
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|
MO | 0.1 |
|
Dumont Global LP
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|
NY | 0.1 |
|
Seacrest Investment Management LLC
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|
NY | 0.1 |
|
Sizemore Capital Management LLC
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|
0.1 |