Investment adviser · CRD 119936

SCHROEDER CAPITAL MANAGEMENT, LLC

Investment adviser filing (IA)

LAFAYETTE, CA, United States · Form ADV filed Aug 1, 2012

Regulatory AUM
$44.6M
Form ADV · Item 5.F
Client accounts
145
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

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

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 1, 2012. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Fixed

Principal office

3620 HAPPY VALLEY ROAD, SUITE 203
LAFAYETTE, CA, 94549, United States

CRD 119936

Filing source

Form ADV 662690 · Aug 1, 2012 · 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.