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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Schmitz Capital Partners LLC
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|---|---|
| CRD # | 105702 |
| SEC # | 801-33527 |
| CIK # | |
| AUM | $125.3 M (2025-04-01) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 415-381-9075 |
| Address | 655 Redwood Hwy Mill Valley, CA 94941 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 24.0 |
| (b) Individuals (high net worth individuals) | 91 | 101.4 |
| (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 | 0 | 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 | 311 | 125.3 |
| By Discretionary | ||
| Discretionary | 311 | 125.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 311 | 125.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 125.3 | |
| Total | 311 | 125.3 |
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|---|---|---|
|
Madrid Wealth Management LLC
✚
|
NM | 0.1 |
|
Jeffrey Matthews Wealth Management LLC
✚
|
NJ | 0.1 |
|
Campbell Asset Management LLC
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TN | 0.1 |
|
Diversified Asset Management Inc
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|
CO | 0.1 |
|
Guncheon Financial LLC
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|
0.1 | |
|
ELE Advisory Services Inc
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|
MI | 0.1 |
|
Metanoia Financial LLC
✚
|
0.1 | |
|
Longview Wealth Management LLC
✚
|
0.1 | |
|
Righthand Capital LLC
✚
|
MA | 0.1 |
|
Shankland Financial Advisors LLC
✚
|
NC | 0.1 |