SCHULTZE ASSET MANAGEMENT, LP

RIASEC RegisteredEst. 2003

Total AUM

$71.6M

Discretionary

$71.6M

100% of AUM

Avg account

$4.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: RYE BROOK, New York
CRD number: 110927
Registered since: June 9, 2003
Website: samco.net
Custodians: J.P. MORGAN SECURITIES INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles67.17%
Charitable Organizations16.19%
HNWI13.58%
Corporations / Businesses2.69%
Individuals0.23%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Schultze Asset Management, LP is a small, SEC-registered hedge fund advisor operating as a limited partnership since 2003. The firm manages concentrated, discretionary portfolios for a mix of high-net-worth individuals, families and institutional clients. Its stated approach emphasizes equities held in exchange-traded form as the primary sleeve, supplemented by hedge fund strategies run both in-house and via third-party managers. Schultze offers portfolio management across individual accounts, pooled investment vehicles and institutional mandates, and charges a combination of AUM-based fees plus performance fees consistent with hedge fund structures. The firm does not position itself as an active ESG investor and is not registered as a multi-state adviser.