The SCHULTZE ASSET MANAGEMENT, LLC is a privately held investment adviser that advises $621.6mn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. SCHULTZE ASSET MANAGEMENT, LLC is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 189.97% over the last 5-years.
The Group has been registered with the SEC for 23.16 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 800 WESTCHESTER AVENUE SUITE S-632, RYE, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 7 employees comprised of 4 investment and 3 non-investment staff. The total number of Employees increased by 16.67% over the last 5-years.
Their $621.6mn in assets advised are owned by 3 private funds, 3 public funds and BDCs and 5 other accounts. Assets of Investment Companies (IC) clients own $550mn or 88.48% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $48.09mn or 7.74% of Total Assets.
The Group's top investment strategies include Traditional LBO and FI/Credit - Distress, representing 91.96% and 8.04% of total assets, respectively.
They advise 7 types of clients, top clients are Investment Companies (IC) and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 2 Fund Auditors, 1 Prime Brokers, 3 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
SCHULTZE ASSET MANAGEMENT, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.