Schultze Asset Management, LP

RIASEC RegisteredEst. 2003

Total AUM

$71.6M

Discretionary

$71.6M

100% of AUM

Avg account

$4.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Rye Brook, New York
CRD number: 110927
Registered since: June 9, 2003
Website: samco.net
Custodians: J.P. MORGAN SECURITIES INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles67.17%
Charitable Organizations16.19%
HNWI13.58%
Corporations / Businesses2.69%
Individuals0.23%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Schultze Asset Management, LP is a limited partnership organized as a hedge fund manager and SEC-registered adviser since 2003. The ownership structure combines a domestic entity and individual ownership. The firm serves a mix of individual and family clients as well as institutional clients, and it provides portfolio management across individual/small business accounts, pooled investment vehicles and institutional/business mandates. Compensation includes both a percentage-of-AUM fee and performance-based fees. Schultze does not position itself as an ESG investor and is not a multi-state or related adviser.