Schmitz Capital Partners, LLC
Schmitz Capital Partners, LLC is an SEC-registered mass-market adviser in Mill Valley, CA with $132.0M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Schmitz Capital Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 105702, SEC 801-33527, data through 2026-04-02.
- AUM (assets under management / regulatory AUM)
- $132.0M (2026-04-02)
- Firm type
- Mass-Market Adviser
- Location
- Mill Valley, CA
- Employees
- 2
- Clients
- 223
- CRD
- 105702
- Ownership
- SCHMITZ, STEVEN, JOSEPH
How much AUM does Schmitz Capital Partners, LLC have?
Schmitz Capital Partners, LLC reported $132.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-02).
Who owns Schmitz Capital Partners, LLC?
Disclosed owners and executives of Schmitz Capital Partners, LLC include SCHMITZ, STEVEN, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.