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| Schear Investment Advisers LLC
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|---|---|
| CRD # | 146401 |
| SEC # | 801-124976 |
| CIK # | 0001962838 |
| AUM | 268.8 M (2026-05-28) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 513-984-5700 |
| Address | 9987 Carver Road Cincinnati, OH 45242 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 17.4 | ||
| Broadcom Inc | 13.1 | ||
| GE Vernova Inc | 11.1 | ||
| Alphabet Inc | 10.8 | ||
| Micron Technology Inc | 10.6 | ||
| Apple Inc | 7.4 | ||
| Microsoft Corp | 7.1 | ||
| Advanced Micro Devices Inc | 6.6 | ||
| Lilly Eli & Co | 6.4 | ||
| Amazon Com Inc | 5.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Schear Investment Partners LP | 2022-04-08 | 12.2 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 39 | 7.8 |
| (b) Individuals (high net worth individuals) | 38 | 216.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 12.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 12.6 |
| (h) Charitable organizations | 3 | 7.8 |
| (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 | 5 | 11.5 |
| (n) Other | 0 | 0.0 |
| Total | 193 | 268.8 |
| By Discretionary | ||
| Discretionary | 193 | 268.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 193 | 268.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 268.8 | |
| Total | 193 | 268.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001962838] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| Comparable Firms | State | AUM |
|---|---|---|
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|
Shaker Investments LLC
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|
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|
Profits Plus Capital Management LLC
✚
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ID | 258.1 M |