Schechter Investment Advisors LLC

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Schechter Investment Advisors LLC
CRD #169114
SEC #801-78607
CIK #0001951586
AUM $2.8 BB (2023-03-13)
Employees 28 (54% Investors, 11% Brokers)
Phone248-731-9500
Address111 E Merrill Street
Birmingham, MI 48009
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($BB)
3.02.41.81.20.60.02010201420192024
CIK Period
0001951586
/
Sector Form 13F Holdings Cap ($MM) Value ($MM)
Apple Inc 2,382,844.0 41.2
Merck & Co Inc 232,371.9 24.9
Hennessy Capital Investment Corp VI 21.4
Conyers Park III Acquisition Corp 430.6 16.5
ALTC Acquisition Corp 617.1 16.3
Microsoft Corp 1,918,222.4 15.8
Albertsons Companies Inc 15,102.5 15.7
Acropolis Infrastructure Acquisition Corp 419.2 15.3
ZAIS Financial Corp 1,418.1 12.6
Amazon Com Inc 1,092,997.8 10.3
JAWS Hurricane Acquisition Corp 383.8 9.5
CME Group Inc 74,083.9 9.2
Alphabet Inc 1,482,566.4 8.6
Jupiter Acquisition Corp 7.8
Logistics Innovation Technologies Corp 414.2 7.6
Nvidia Corp 399,550.0 7.3
Alpha Partners Technology Merger Corp 7.0
UnitedHealth Group Inc 477,004.0 6.9
AbbVie Inc 269,466.6 6.4
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 231 0.1
(b) Individuals (high net worth individuals) 351 2.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 12 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 2,165 2.6
By Discretionary
Discretionary 2,050 2.3
Non-Discretionary 115 0.3
Total 2,165 2.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.6
Total 2,165 2.6
EDGAR Form CIK 2011 - 2024
13F-HR [0001951586]
Related Firms State AUM ($BB)
Schechter Investment Advisors LLC
MI 2.8
Schechter Private Capital LLC
MI 0.3
Comparable Firms State AUM ($BB)
Lake Street Advisors Group LLC
NH 2.9
Schwartz Investment Counsel Inc
MI 2.9
First Endowment Development Corp
TX 2.9
Sound Shore Management Inc
CT 2.8
Infinex Investments Inc
CT 2.8
Radnor Financial Advisors LLC
PA 2.8
Raub Brock Capital Management LP
CA 2.8
Sowell Financial Services LLC
AR 2.8
BDO Wealth Advisors LLC
FL 2.8
Legacy Advisors LLC
PA 2.8
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