Schmitz Capital Partners, LLC
● SEC registered since 1988CRD 105702SEC# 801-33527Mill Valley, CA
Reg. AUM
$132M
Employees
2
Accounts
288
Location
Mill Valley, CA
Schmitz Capital Partners, LLC assets under management
Schmitz Capital Partners, LLC operates as an SEC-registered investment adviser based in Mill Valley, CA. The firm has been registered since 1988. It reports $132 million in regulatory assets under management and employs 2 people.
Schmitz Capital Partners, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Steven Joseph Schmitz Control | Managing Member/Chief Compliance Officer | Over 75% | 2015 |
Frequently asked questions
How much does Schmitz Capital Partners, LLC manage?
Schmitz Capital Partners, LLC reports $132 million in regulatory assets under management on its Form ADV.
How many employees does Schmitz Capital Partners, LLC have?
Schmitz Capital Partners, LLC reports 2 employees.
Where is Schmitz Capital Partners, LLC located?
Schmitz Capital Partners, LLC is based in Mill Valley, CA and has been SEC-registered since 1988.
Does Schmitz Capital Partners, LLC disclose fund performance?
Schmitz Capital Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 655 Redwood Hwy, Ste 109, Mill Valley, CA 94941 |
| Phone | 415-381-9075 |
| Fax | 415-381-2917 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$132M▲ 5%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$132Mregulatory AUM
Discretionary $132M