Investment adviser · CRD 283119

SCHAUER INVESTMENT MANAGEMENT, INC.

Investment adviser filing (IA)

NORTHRIDGE, CA, United States · Form ADV filed Aug 17, 2026

Regulatory AUM
$120M
Form ADV · Item 5.F
Client accounts
37
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals16$115,480,60696.4%
Individuals8$4,263,4043.6%
Filing source

Form ADV 2126285 · Aug 17, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

SAGE INVESTMENTS, LPHedge Fund · Last reported Aug 17, 2026$53MGross asset value
Auditor MICHAEL COGLIANESE CPA, P.C LINCOLNSHIRE, Illinois, United States
Custodian E*TRADE SECURITIES LLC LOS ANGELES, California, United States Related to adviser: No
Prime broker E*TRADE SECURITIES LLC LOS ANGELES, California, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

MICHAEL COGLIANESE CPA, P.C
PCAOB 3874

E*TRADE SECURITIES LLC
SEC 8-44112

E*TRADE SECURITIES LLC
CRD 29106 · SEC 8-44112

Fund details & source
Fund ID
805-7402781319
Reported beneficial owners
13
Minimum commitment
$1M

Form ADV 2126285 · Aug 17, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Aug 17, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

17024 LASSEN ST
NORTHRIDGE, CA, 91325, United States

CRD 283119

Filing source

Form ADV 2126285 · Aug 17, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.