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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) |
|---|
| CIK | Period |
|---|---|
| 0001962838 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Nvidia Corp | 399,550.0 | 11.7 | |
| Lilly Eli & Co | 301,789.7 | 7.0 | |
| Apple Inc | 2,382,844.0 | 6.1 | |
| Microsoft Corp | 1,918,222.4 | 5.7 | |
| Broadcom Inc | 201,282.9 | 5.4 | |
| Alphabet Inc | 1,475,138.5 | 5.3 | |
| Amazon Com Inc | 1,092,997.8 | 4.3 | |
| Costco Wholesale Corp /NEW | 207,576.9 | 3.5 | |
| Facebook Inc | 434,852.0 | 3.3 | |
| Advanced Micro Devices Inc | 131,458.5 | 2.8 | |
| Diamondback Energy Inc | 22,791.8 | 2.7 | |
| UnitedHealth Group Inc | 477,004.0 | 2.2 | |
| VISA Inc | 419,260.5 | 2.2 | |
| Adobe Systems Inc | 172,760.2 | 2.1 | |
| J P Morgan Chase & Co | 340,169.2 | 2.1 | |
| Chevron Corp | 294,604.1 | 2.0 | |
| Home Depot Inc | 277,648.0 | 2.0 | |
| Caterpillar Inc | 99,975.7 | 2.0 | |
| Marvell Technology Inc | 38,517.5 | 1.8 | |
| Citigroup Inc | 91,678.1 | 1.7 | |
| CrowdStrike Holdings Inc | 40,424.6 | 1.7 | |
| Linde PLC | 147,499.4 | 1.7 | |
| Amgen Inc | 130,083.0 | 1.7 | |
| Union Pacific Corp | 133,995.4 | 1.5 | |
| Ace Ltd | 82,373.7 | 1.5 | |
| Motorola Inc | 35,172.5 | 1.5 | |
| TJX Companies Inc /DE/ | 67,345.6 | 1.4 | |
| Micron Technology Inc | 64,610.3 | 1.4 | |
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| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Schear Investment Partners LP | 2022-04-08 | 7.3 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 39 | 9.3 |
| (b) Individuals (high net worth individuals) | 27 | 110.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 8.8 |
| (h) Charitable organizations | 1 | 4.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 7.4 |
| (n) Other | 0 | 0.0 |
| Total | 154 | 139.5 |
| By Discretionary | ||
| Discretionary | 154 | 139.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 154 | 139.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 139.5 | |
| Total | 154 | 139.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001962838] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Clutterbuck Capital Management LLC
✚
|
OH | 0.1 |
|
Steinberg Asset Management LLC
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NY | 0.1 |
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Daytona Street Capital LLC
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MO | 0.1 |
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Equilibrium Ventures LLC
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NY | 0.1 |
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SCG Asset Management LLC
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IL | 0.1 |
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Brandywine Asset Management Inc
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PA | 0.1 |
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Oberon Asset Management LLC
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NY | 0.1 |
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SVRN Asset Management LLC
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TX | 0.1 |
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Capstone Investment Financial Group LLC
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NY | 0.1 |
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US Wealth Group LLC
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NY | 0.1 |