SCHROEDER CAPITAL MANAGEMENT, LLC

Overview

Schroeder Capital Management, LLC is a small, privately owned advisory firm organized as an LLC that serves a highly concentrated client base. The firm offers financial planning and portfolio management services aimed at individuals and small businesses while reporting an institutional client classification. Its fee model is flexible and includes percentage-of-AUM billing as well as hourly, fixed-fee and performance-based arrangements. Schroeder Capital is not positioned as an ESG-focused manager, does not describe itself as a multi-state adviser, and is not a pension consultant or related-adviser vehicle. Investment activity centers on a mix of pooled and third-party strategies rather than broad internal platform construction. The firm uses mutual funds for core exposures and uses external alternative managers for hedge fund allocations. Schroeder Capital also advises a private real estate fund, indicating a willingness to allocate client capital to illiquid real-asset strategies alongside more liquid mutual fund holdings.

Assets & Accounts

Investments & Alternatives

Location & Offices