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| Schechter Investment Advisors LLC
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| |
|---|---|
| CRD # | 169114 |
| SEC # | 801-78607 |
| CIK # | 0001951586 |
| AUM | $3.3 BB (2024-07-16) |
| Employees | 29 (45% Investors, 24% Brokers) |
| Phone | 248-731-9500 |
| Address | 111 E Merrill Street Birmingham, MI 48009 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001951586 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Apple Inc | 2,382,844.0 | 52.5 | |
| Ares Acquisition Corp II | 39.1 | ||
| Merck & Co Inc | 232,371.9 | 36.6 | |
| Microsoft Corp | 1,918,222.4 | 30.2 | |
| Nabors Energy Transition Corp II | 29.7 | ||
| Nvidia Corp | 399,550.0 | 25.3 | |
| Amazon Com Inc | 1,092,997.8 | 20.7 | |
| Haymaker Acquisition Corp 4 | 18.6 | ||
| Alphabet Inc | 1,482,566.4 | 16.8 | |
| Silverbox Corp III | 16.2 | ||
| Cartesian Growth Corp II | 287.5 | 14.7 | |
| Alchemy Investments Acquisition Corp 1 | 13.9 | ||
| Inflection Point Acquisition Corp II | 13.2 | ||
| Facebook Inc | 434,852.0 | 13.0 | |
| Alphabet Inc | 1,475,138.5 | 11.2 | |
| UnitedHealth Group Inc | 477,004.0 | 10.9 | |
| ZAIS Financial Corp | 1,418.1 | 9.7 | |
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| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 241 | 0.1 |
| (b) Individuals (high net worth individuals) | 404 | 2.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 30 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 107 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,822 | 3.3 |
| By Discretionary | ||
| Discretionary | 2,399 | 2.9 |
| Non-Discretionary | 423 | 0.5 |
| Total | 2,822 | 3.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.3 | |
| Total | 2,822 | 3.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001951586] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Schechter Investment Advisors LLC
✚
|
MI | 3.3 |
|
Schechter Private Capital LLC
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|
MI | 0.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Advisor Partners II LLC
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|
CA | 3.4 |
|
Texas Capital Bank Wealth Management Services Inc
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|
TX | 3.4 |
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Cambiar Investors LLC
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CO | 3.4 |
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Azimuth Capital Investment Management LLC
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MI | 3.4 |
|
Systematic Financial Management LP
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NJ | 3.4 |
|
Accredited Investors Inc
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MN | 3.4 |
|
Botty Investors LLC
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|
FL | 3.3 |
|
Calamos Wealth Management LLC
✚
|
IL | 3.3 |
|
Aristotle Capital Boston LLC
✚
|
MA | 3.3 |
|
Sowell Financial Services LLC
✚
|
AR | 3.3 |