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Schear Investment Advisers, LLC

● SEC registered since 2022CRD 146401SEC# 801-124976Cincinnati, OH
Export (members)
Ranks #5,241 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$139.5M
Fund GAV
$7.3M
Private funds
1
Employees
2
Accounts
154
Location
Cincinnati, OH

Schear Investment Advisers, LLC assets under management

Schear Investment Advisers, LLC is an investment advisory firm registered with the SEC based in Cincinnati, OH. The firm has been registered since 2022. It reports $139.5 million in regulatory assets under management and employs 2 people. Schear Investment Advisers, LLC manages 1 private fund with combined gross assets of $7.3 million, including Schear Investment Partners, LP. By regulatory assets, it ranks 5,241 of 5,911 private fund managers.

Schear Investment Advisers, LLC private funds

1 funds · $7.3M GAV
FundTypeGross assetsMin.
Schear Investment Partners, LPHedge$7.3M$25K

Schear Investment Advisers, LLC owners & executives

2 reported
NameTitleOwnershipSince
Kerina Marie GravesAccount Manager/Chief Compliance Officer25-50%2008
Neal Eugene Schear ControlManager/ Chief Investment OfficerOver 75%2008

Frequently asked questions

How much does Schear Investment Advisers, LLC manage?

Schear Investment Advisers, LLC reports $139.5 million in regulatory assets under management on its Form ADV.

How many private funds does Schear Investment Advisers, LLC manage?

Schear Investment Advisers, LLC manages 1 private funds with combined gross assets of $7.3 million.

How many employees does Schear Investment Advisers, LLC have?

Schear Investment Advisers, LLC reports 2 employees.

Where is Schear Investment Advisers, LLC located?

Schear Investment Advisers, LLC is based in Cincinnati, OH and has been SEC-registered since 2022.

Does Schear Investment Advisers, LLC disclose fund performance?

Schear Investment Advisers, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9987 Carver Road, Suite 120, Cincinnati, OH 45242
Phone513-984-5700
Fax513-792-3702
Office hours8:30 a.m.-5:30 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$139.5M
Non-discretionary$0
Total (RAUM)$139.5M

Service providers