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Scholtz & Company, L.L.C.

● SEC registered since 2013CRD 107363SEC# 801-77840Stamford, CT
Export (members)
Reg. AUM
$313.7M
Employees
9
Accounts
362
Location
Stamford, CT

Scholtz & Company, L.L.C. assets under management

Scholtz & Company, L.L.C. is a registered investment adviser overseen by the SEC based in Stamford, CT. The firm has been registered since 2013. It reports $313.7 million in regulatory assets under management and employs 9 people.
www.linkedin.com/company/scholtz-&-companyView on SEC.gov ↗

Scholtz & Company, L.L.C. owners & executives

4 reported
NameTitleOwnershipSince
Carl Henry ScholtzPartner10-25%2011
Patricia GildeaPartner10-25%1994
Peter Dwight Scholtz ControlPresident50-75%1994
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Frequently asked questions

How much does Scholtz & Company, L.L.C. manage?

Scholtz & Company, L.L.C. reports $313.7 million in regulatory assets under management on its Form ADV.

How many employees does Scholtz & Company, L.L.C. have?

Scholtz & Company, L.L.C. reports 9 employees.

Where is Scholtz & Company, L.L.C. located?

Scholtz & Company, L.L.C. is based in Stamford, CT and has been SEC-registered since 2013.

Does Scholtz & Company, L.L.C. disclose fund performance?

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

Contact & registration

Address107 Elm Street, Four Stamford Plaza, 5th Floor, Stamford, CT 06902
Phone203-714-9900
Fax203-588-9032
Office hours8:00a.m. To 5:00p.m.
SEC regionBoston Regional Office (BRO)
CIK1606134
Discloses disciplinary historyNo

Assets under management

Discretionary$313.7M
Non-discretionary$0
Total (RAUM)$313.7M