The SCHEAR INVESTMENT ADVISERS is a privately held investment adviser that advises $280.95mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. SCHEAR INVESTMENT ADVISERS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 195.64% over the last 5-years.
The Group has been registered with the SEC for 4.23 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 9987 CARVER ROAD SUITE 120, CINCINNATI, OHIO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 3 employees comprised of 3 investment and 0 non-investment staff. The total number of Employees decreased by 25% over the last 5-years.
Their $280.95mn in assets advised are owned by 1 private fund, 1 public fund and BDCs and 14 other accounts. Assets of High Net Worth Individuals clients own $216.8mn or 77.17% of Total Assets and Pension and Profit Sharing Plans-Private own $12.64mn or 4.5% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 7 types of clients, top clients are High Net Worth Individuals and Pension and Profit Sharing Plans-Private.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 2 private funds with $24.36mn in assets.
The Group discloses management fees and performance-based fees.
SCHEAR INVESTMENT ADVISERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.