|
⚲
|
| Schultz Financial Group Incorporated
✚
| |
|---|---|
| CRD # | 108724 |
| SEC # | 801-18297 |
| CIK # | |
| AUM | $193.5 MM (2024-07-03) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 775-850-5620 |
| Address | 5190 Neil Road Reno, NV 89502 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Sierra Nevada Multi-Strategy Fund LLC | 2012-03-29 | 1.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 74 | 26.7 |
| (b) Individuals (high net worth individuals) | 50 | 163.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.5 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 470 | 193.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 470 | 193.5 |
| Total | 470 | 193.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 193.5 | |
| Total | 470 | 193.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Roubaix Capital LLC
✚
|
CO | 0.2 |
|
Cable Car Capital LLC
✚
|
CA | 0.2 |
|
Sparrow Capital Management Inc
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|
MO | 0.2 |
|
Trivant Custom Portfolio Group LLC
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|
CA | 0.2 |
|
Quantum Capital Advisors LLC
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|
UT | 0.2 |
|
Hutner Capital Management Inc
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|
VT | 0.2 |
|
Scalar Gauge Management LLC
✚
|
TX | 0.2 |
|
David Capital Partners LLC
✚
|
IL | 0.2 |
|
Flow Focus LLC
✚
|
FL | 0.2 |
|
Stance Capital LLC
✚
|
MA | 0.2 |