PPrivate Fund Data Log in Join · $37/mo

Schmitz Capital Partners, LLC

● SEC registered since 1988CRD 105702SEC# 801-33527Mill Valley, CA
Export (members)
Reg. AUM
$125.3M
Employees
2
Accounts
311
Location
Mill Valley, CA

Schmitz Capital Partners, LLC assets under management

Schmitz Capital Partners, LLC operates as an SEC-registered investment adviser based in Mill Valley, CA. The firm has been registered since 1988. It reports $125.3 million in regulatory assets under management and employs 2 people.
www.schmitzcapital.comView on SEC.gov ↗

Schmitz Capital Partners, LLC owners & executives

1 reported
NameTitleOwnershipSince
Steven Joseph Schmitz ControlManaging Member/Chief Compliance OfficerOver 75%2015

Frequently asked questions

How much does Schmitz Capital Partners, LLC manage?

Schmitz Capital Partners, LLC reports $125.3 million in regulatory assets under management on its Form ADV.

How many employees does Schmitz Capital Partners, LLC have?

Schmitz Capital Partners, LLC reports 2 employees.

Where is Schmitz Capital Partners, LLC located?

Schmitz Capital Partners, LLC is based in Mill Valley, CA and has been SEC-registered since 1988.

Does Schmitz Capital Partners, LLC disclose fund performance?

Schmitz Capital Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address655 Redwood Hwy, Ste 109, Mill Valley, CA 94941
Phone415-381-9075
Fax415-381-2917
Office hours9:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$125.3M
Non-discretionary$0
Total (RAUM)$125.3M