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Schechter Investment Advisors LLC
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CRD # | 169114 |
SEC # | 801-78607 |
CIK # | 0001951586 |
AUM | $2.8 BB (2023-03-13) |
Employees | 28 (54% Investors, 11% Brokers) |
Phone | 248-731-9500 |
Address | 111 E Merrill Street Birmingham, MI 48009 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($BB) |
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CIK | Period |
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0001951586 | |
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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 ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 231 | 0.1 |
(b) Individuals (high net worth individuals) | 351 | 2.5 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 12 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 2,165 | 2.6 |
By Discretionary | ||
Discretionary | 2,050 | 2.3 |
Non-Discretionary | 115 | 0.3 |
Total | 2,165 | 2.6 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 2.6 | |
Total | 2,165 | 2.6 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001951586] |
Related Firms | State | AUM ($BB) |
---|---|---|
Schechter Investment Advisors LLC
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|
MI | 2.8 |
Schechter Private Capital LLC
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|
MI | 0.3 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Lake Street Advisors Group LLC
✚
|
NH | 2.9 |
Schwartz Investment Counsel Inc
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|
MI | 2.9 |
First Endowment Development Corp
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|
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
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|
CA | 2.8 |
Sowell Financial Services LLC
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|
AR | 2.8 |
BDO Wealth Advisors LLC
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|
FL | 2.8 |
Legacy Advisors LLC
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|
PA | 2.8 |