SCHEAR CAPITAL, INC.

Overview

Schear Capital, Inc. is an owner-operated hedge fund-style advisory firm that provides portfolio management for a pooled investment vehicle. The firm serves individual and family clients and charges a combination of asset-based fees and performance fees, consistent with a manager that runs a private hedge fund. Its regulatory filings identify it as a single-manager hedge fund business rather than a multi-state or institutional consultant, and it does not report active ESG integration. The firm's investment posture is equity-focused and actively managed. Filings show a clear preference for exchange-traded instruments as the primary vehicle for implementing exposure, while the firm also uses third‑party alternative managers and real estate allocations as part of its broader toolkit. As an adviser to a pooled vehicle, Schear Capital’s client relationships are structured around the fund rather than many retail accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices