Investment adviser · CRD 336738
SCHWARTZ SCHOOL OF BUSINESS
Exempt reporting adviser (ERA)
Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.
DENVER, CO, United States · Form ADV filed Jan 22, 2026
Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
SCHWARTZPrivate Equity Fund · Last reported Jan 22, 2026$100KGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-4483317954
- Reported beneficial owners
- 30
- Minimum commitment
- $5K
Form ADV 2043840 · Jan 22, 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: Jan 22, 2026. View historical filings
Reported services
Not reported in these imported fields
Compensation
Not reported in these imported fields
Principal office
4610 SOUTH ULSTER STREET, SUITE 150DENVER, CO, 80237, United States
CRD 336738
Filing source
Form ADV 2043840 · Jan 22, 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.