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| Schear Investment Advisers LLC
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| |
|---|---|
| CRD # | 146401 |
| SEC # | 801-124976 |
| CIK # | 0001962838 |
| AUM | $139.5 MM (2024-03-01) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 513-984-5700 |
| Address | 9987 Carver Road Cincinnati, OH 45242 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 11.7 | |
| LLY | 301,789.7 | 7.0 | |
| AAPL | 2,382,844.0 | 6.1 | |
| MSFT | 1,918,222.4 | 5.7 | |
| AVGO | 201,282.9 | 5.4 | |
| GOOGL | 1,475,138.5 | 5.3 | |
| AMZN | 1,092,997.8 | 4.3 | |
| COST | 207,576.9 | 3.5 | |
| META | 434,852.0 | 3.3 | |
| AMD | 131,458.5 | 2.8 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Schear Investment Partners LP | 2022-04-08 | 7.3 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 39 | 9.3 |
| (b) Individuals (high net worth individuals) | 27 | 110.1 |
| (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 | 7 | 8.8 |
| (h) Charitable organizations | 1 | 4.0 |
| (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 | 1 | 7.4 |
| (n) Other | 0 | 0.0 |
| Total | 154 | 139.5 |
| By Discretionary | ||
| Discretionary | 154 | 139.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 154 | 139.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 139.5 | |
| Total | 154 | 139.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001962838] |
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Clutterbuck Capital Management LLC
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