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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) |
| Fees | |
| Minimum | |
| Phone | 513-984-5700 |
| Address | 9987 Carver Road Cincinnati, OH 45242 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001962838 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Modine Manufacturing Co | 5.6 | ||
| Facebook Inc | 4.9 | ||
| Costco Wholesale Corp /NEW | 4.7 | ||
| Caterpillar Inc | 4.7 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 4.5 | ||
| Citigroup Inc | 4.3 | ||
| J P Morgan Chase & Co | 4.0 | ||
| GS Acquisition Holdings Corp | 3.9 | ||
| General Electric Co | 3.3 | ||
| Morgan Stanley | 3.2 | ||
| CrowdStrike Holdings Inc | 2.9 | ||
| Goldman Sachs Group Inc | 2.9 | ||
| Visa Inc | 2.9 | ||
| Wal Mart Stores Inc | 2.9 | ||
| TJX Companies Inc /DE/ | 2.6 | ||
| PNC Financial Services Group Inc | 2.5 | ||
| Delta Air Lines Inc | 2.5 | ||
| McKesson Corp | 2.5 | ||
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| 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 |
|---|---|---|
|
Ironwood Investment Management LLC
✚
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MA | 278.2 M |
|
Private Wealth Group LLC
✚
|
FL | 274.0 M |
|
Round Hill Asset Management Inc
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CA | 271.3 M |
|
Hutner Capital Management Inc
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VT | 271.2 M |
|
Astra Wealth Partners LLC
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NJ | 268.4 M |
|
Demeter Tactical Investments Corp
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KY | 265.3 M |
|
Wallace Hart LLC
✚
|
KY | 264.0 M |
|
Winebrenner Capital Management LLC
✚
|
KY | 260.5 M |
|
Shaker Investments LLC
✚
|
OH | 258.8 M |
|
Profits Plus Capital Management LLC
✚
|
ID | 258.1 M |