Investment adviser · CRD 146401

SCHEAR INVESTMENT ADVISERS, LLC

Investment adviser filing (IA)

CINCINNATI, OH, United States · Form ADV filed May 28, 2026

Regulatory AUM: $269M
Client accounts: 193
Employees: 3
Advisory professionals: 3

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	38	$216,797,695	80.7%
Retirement plans	6	$12,636,577	4.7%
Investment companies	1	$12,176,496	4.5%
Corporations & businesses	5	$11,487,184	4.3%
Individuals	39	$7,847,121	2.9%
Charities	Fewer than 5	$7,820,764	2.9%

Filing source

Form ADV 2108184 · May 28, 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.

SCHEAR INVESTMENT PARTNERS, LPHedge Fund · Last reported May 28, 2026$12.2MGross asset value

Auditor KATZ, SAPPER & MILLER, LLP (KSM) CINCINNATI, Ohio, United States

Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

KATZ, SAPPER & MILLER, LLP (KSM)
PCAOB 2807

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source

Fund ID: 805-4866128192
Reported beneficial owners: 8
Minimum commitment: $25K

Form ADV 2108184 · May 28, 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: May 28, 2026. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets

Principal office

9987 CARVER ROAD, SUITE 120
CINCINNATI, OH, 45242, United States

CRD 146401

Filing source

Form ADV 2108184 · May 28, 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.