Scholtz & Company, L.L.C.
● SEC registered since 2013CRD 107363SEC# 801-77840Stamford, CT
Reg. AUM
$340.5M
Employees
7
Accounts
380
Location
Stamford, CT
Scholtz & Company, L.L.C. assets under management
Scholtz & Company, L.L.C. is a registered investment adviser overseen by the SEC based in Stamford, CT. The firm has been registered since 2013. It reports $340.5 million in regulatory assets under management and employs 7 people.
Scholtz & Company, L.L.C. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carl Henry Scholtz | Chief Compliance Officer | 10-25% | 2026 |
| Carl Henry Scholtz | Partner | 10-25% | 2011 |
| Patricia Gildea | Partner | 10-25% | 1994 |
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Join to unlock · $37/moFrequently asked questions
How much does Scholtz & Company, L.L.C. manage?
Scholtz & Company, L.L.C. reports $340.5 million in regulatory assets under management on its Form ADV.
How many employees does Scholtz & Company, L.L.C. have?
Scholtz & Company, L.L.C. reports 7 employees.
Where is Scholtz & Company, L.L.C. located?
Scholtz & Company, L.L.C. is based in Stamford, CT and has been SEC-registered since 2013.
Does Scholtz & Company, L.L.C. disclose fund performance?
Scholtz & Company, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 107 Elm Street, Four Stamford Plaza, 5th Floor, Stamford, CT 06902 |
| Phone | 203-714-9900 |
| Fax | 203-588-9032 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1606134 |
| Discloses disciplinary history | No |
Regulatory AUM
$340.5M▲ 9%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$340.5Mregulatory AUM
Discretionary $340.5M