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Schiavi & Company LLC

● SEC registered since 1983CRD 104804SEC# 801-18338Wilmington, DE
Export (members)
Reg. AUM
$622.2M
Employees
10
Accounts
1,265
Location
Wilmington, DE

Schiavi & Company LLC assets under management

Schiavi & Company LLC is an SEC-registered investment adviser based in Wilmington, DE. The firm has been registered since 1983. It reports $622.2 million in regulatory assets under management and employs 10 people.
www.linkedin.com/company/clariti-wealthView on SEC.gov ↗

Schiavi & Company LLC owners & executives

8 reported
NameTitleOwnershipSince
Jcm3 Corp. ControlOwnership Entity10-25%2020
Ll Cross Corp. ControlOwnership Entity10-25%2020
Ravi Pravin Dattani ControlPresident/Managing MemberUnder 5%2020
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Frequently asked questions

How much does Schiavi & Company LLC manage?

Schiavi & Company LLC reports $622.2 million in regulatory assets under management on its Form ADV.

How many employees does Schiavi & Company LLC have?

Schiavi & Company LLC reports 10 employees.

Where is Schiavi & Company LLC located?

Schiavi & Company LLC is based in Wilmington, DE and has been SEC-registered since 1983.

Does Schiavi & Company LLC disclose fund performance?

Schiavi & Company LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2710 Centerville Road, Suite 201, Wilmington, DE 19808-1644
Phone302-994-4444
Fax302-994-4443
Office hours8:30 a.m. To 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1840014
Discloses disciplinary historyNo

Assets under management

Discretionary$500.9M
Non-discretionary$121.3M
Total (RAUM)$622.2M