|
⚲
|
| Schoolcraft Capital LLC
✚
|
|
|---|---|
| CRD # | 174210 |
| SEC # | 801-110952 |
| CIK # | |
| AUM | $1.1 BB (2023-03-30) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Phone | 303-625-6868 |
| Address | 820 Pearl Street Suite F Boulder, CO 80302 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Peregrine Private Equity Fund II LP | [2023-03-29] | 20.4 | 24.3 |
| PE | Auklet Fund II LP | [2021-03-30] | 0.0 | 10.1 |
| PE | Peregrine Private Equity Fund I LP | [2020-03-27] | 13.8 | 28.6 |
| PE | Auklet Fund LP | [2019-03-28] | 0.0 | 5.0 |
| HF | Petrel Capital Fund LP | [2019-03-28] | 14.1 | 15.4 |
| PE | Avocet Fund I LP | [2017-06-30] | 5.2 | 5.2 |
| PE | Longspur Fund II LP | [2017-06-30] | 0.0 | 13.5 |
| PE | Longspur Fund I LP | [2017-06-30] | 9.1 | 6.7 |
| HF | Shearwater Fund LP | [2017-06-30] | 64.5 | 77.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 165 | 871.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 8 | 180.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 173 | 1,051.9 |
| By Discretionary | ||
| Discretionary | 158 | 987.8 |
| Non-Discretionary | 15 | 64.1 |
| Total | 173 | 1,051.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,051.9 | |
| Total | 173 | 1,051.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Michael Sherman | 73 | ||
| Schoolcraft Capital LLC | 12 | ||
| Theodore Harris | 12 | ||
| Oana Bolton | 6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Vantage Consulting Group Inc
✚
|
VA | 1.1 |
|
River Partners Capital Management LP
✚
|
NY | 1.1 |
|
Overbrook Management Corporation
✚
|
NY | 1.1 |
|
MG Financial LLC
✚
|
MA | 1.1 |
|
Annandale Capital LLC
✚
|
TX | 1.0 |
|
LGL Partners LLC
✚
|
PA | 1.0 |
|
Intellectus Partners LLC
✚
|
CA | 1.0 |
|
Barometer Capital Management Inc
✚
|
1.0 | |
|
SB Capital Management Inc
✚
|
CA | 1.0 |
|
Connors Investor Services Inc
✚
|
PA | 1.0 |