Data / Investment advisers / New York / Schultze Asset Management, LP
Schultze Asset Management, LP, Rye Brook, NY: $71.6 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Schultze Asset Management, LP is an SEC registered investment adviser with its main office in Rye Brook, New York and reports $71.6 million in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include pooled investment vehicles, charitable organizations and high net worth individuals. It is paid through a percentage of assets under management and performance based fees. It advises 1 private fund.
The request: Watch Schultze Asset Management, LP (CRD number 110927): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 110927
- SEC file number
- 801-62112
- SEC status
- Approved, effective June 9, 2003
- Main office
- 800 Westchester Avenue Suite S-632, Rye Brook, NY 10573
- Phone
- (914) 701-5260
- Regulatory AUM
- $71,599,248 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $71,599,248
- Accounts
- 16
- Employees
- 7, of which 4 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $48,090,897
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 3 | $48.1 million |
| Charitable organizations | 3 | $11.6 million |
| High net worth individuals | 3 | $9.7 million |
| Corporations or other businesses | 1 | $1.9 million |
| Individuals (other than high net worth individuals) | 5 | $163,943 |
| Pension and profit sharing plans | 1 | $105,707 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $71.6 million | March 31, 2026 |
| December 1, 2025 | $65 million | May 6, 2025 |
Other advisers in Rye Brook
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Cadent Energy Partners | Rye Brook | $643.5 million | 4 | adviserinfo.sec.gov |
| Oxler Private Wealth | Rye Brook | $578.1 million | Not listed | adviserinfo.sec.gov |
| Troob Capital Management LLC | Rye Brook | $537.9 million | 5 | adviserinfo.sec.gov |
| Beacon Financial Advisors | Rye Brook | $228 million | Not listed | adviserinfo.sec.gov |
| Municipal Asset Management Inc | Rye Brook | $112.8 million | Not listed | adviserinfo.sec.gov |
| Hawks Point Capital Partners LLC | Rye Brook | $61.4 million | Not listed | adviserinfo.sec.gov |
| Visdom Investment Group LLC | Rye Brook | $53.1 million | Not listed | adviserinfo.sec.gov |
| Camp Eight Management, Inc. | Rye Brook | Not listed | 10 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Rye Brook, NY
- Investment advisers in New York
- Advisers with $50 million to $100 million in AUM
- Advisers serving pooled investment vehicles
- Advisers serving charitable organizations
- Advisers that manage private funds
- Schultze Asset Management, LP on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.