Schwarz Investment Partners
● SEC registered since 2022CRD 113556SEC# 801-123523Silver Lake, KS
Reg. AUM
$184.9M
Employees
3
Accounts
913
Location
Silver Lake, KS
Schwarz Investment Partners assets under management
Schwarz Investment Partners is an SEC-registered investment adviser based in Silver Lake, KS. The firm has been registered since 2022. It reports $184.9 million in regulatory assets under management and employs 3 people.
Schwarz Investment Partners owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Julie D Falk | Chief Compliance Officer | Under 5% | 2026 |
| Robert Wayne Schwarz Control | Managing Partner | Over 75% | 2003 |
Frequently asked questions
How much does Schwarz Investment Partners manage?
Schwarz Investment Partners reports $184.9 million in regulatory assets under management on its Form ADV.
How many employees does Schwarz Investment Partners have?
Schwarz Investment Partners reports 3 employees.
Where is Schwarz Investment Partners located?
Schwarz Investment Partners is based in Silver Lake, KS and has been SEC-registered since 2022.
Does Schwarz Investment Partners disclose fund performance?
Schwarz Investment Partners is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 323 Railroad, Silver Lake, KS 66539 |
| Phone | (785) 582-5805 |
| Fax | (785) 582-5275 |
| Office hours | 8:00 a.m. To 4:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$184.9M▲ 14%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$184.9Mregulatory AUM
Discretionary $184.9M