Schultze Asset Management, LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in Rye Brook, NY. Its latest Form ADV filing, dated March 31, 2026, reports $72M in regulatory assets under management, 7 employees, and 16 accounts.
Assets Under Management
$72M
Employees
7
Offices
--
Total Clients
16
Primary office
RYE BROOK, NY
800 WESTCHESTER AVENUE, SUITE S-632, RYE BROOK, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 31.3% of total clients.
Top client categories% of clientsClients
1
Individuals
31.3%
5
2
HNWI
18.8%
3
3
Pooled Investment Vehicles
18.8%
3
4
Charitable
18.8%
3
5
Pension Plans
6.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$72Mas of March 31, 2026
Discretionary100.0%
$72M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$72M
Total Accounts16
10Y AUM Change$-132M (-64.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee2:1
10Y Employee Change+1 (+16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.