Scholtz & Co Ltd Partnership (New York)

Name: Scholtz & Co Ltd Partnership
Address: 1230 Ave Of The Americas, New York, NY, 10020
Telephone: 917-639-4112

Scholtz & Co Ltd Partnership is a large advisory firm based in New York. It manages $72.28 million of regulatory assets for 73 client accounts. It has been registered with the SEC as an adviser since 2001.

Scholtz & Co Ltd Partnership provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Scholtz & Co Ltd Partnership: assets under management

The assets under management (AUM) of Scholtz & Co Ltd Partnership is $72.28 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $72.28 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $990.07 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Scholtz & Co Ltd Partnership for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Scholtz & Co Ltd Partnership

Peter Dwight Scholtz has been acting as President since 1 Feb 1994. Philip John Miller has served as the Chief Investment Officer since 1 Mar 2000. Angela Williams Scholtz joined the executive team most recently as the Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Peter Dwight Scholtz	President	1 Feb 1994	50% - 75%	873183
Philip John Miller	Chief investment officer	1 Mar 2000	Other	335382

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Roy R. Gonzalez	Partner	1 Feb 1930	Other	4419956
Scholtz Capital Management	Partner	1 Feb 1994	50% - 75%	13-3756683
Enterprises Gregzak	Partner	1 Mar 1994	Other	4419964
Liza Altman	Partner	1 Mar 1994	Other	1267827
Andrew Scholtz	Partner	1 Jan 1997	Other	4419960
Angela Williams Scholtz	Partner	1 Jun 1997	Other	4419946

Based in New York

The principal office where Scholtz & Co Ltd Partnership performs its advisory services is located at 1230 Ave Of The Americas, New York, NY 10020, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 917-639-4112 or by fax 917-639-4113. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at webramp.com/support/300e/index_cfm.