SCHECHTER PRIVATE CAPITAL, LLC
Adviser information for SCHECHTER PRIVATE CAPITAL, LLC last updated from Form ADV on March 4th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 4 |
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Investment Advisory/Research | 3 |
Registered Broker-Dealer Representatives | 1 |
Registered State Investment Advisers | 1 |
Licensed Agents of an Insurance Company | 2 |
No. of Firms/People that Solicit Clients | 1 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 39 | $389.5M |
Non-Discretionary | 0 | $0 |
Total | 39 | $389.5M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 39 | $389.5M |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Portfolio management for pooled investment vehicles |
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Compensation | % of AUMPerformance-based fees |
Identifiers
SEC RIA File Number | 801-111831 |
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SEC ERA File Number | 801-111831 |
SEC CIK Numbers | None |
SEC CRD Numbers | 289491 |
Legal Entity Identifier | None |
Principal Office
111 E. MERRILL STREETSUITE 400
BIRMINGHAM
MI
United States
Monday - Friday, 9-5
Tel: 248-731-9500, Fax: None
Websites
Chief Compliance Officer
FLORENCE AFFATATO
111 E. MERRILL STREET
SUITE 400
BIRMINGHAM
MI
United States
Tel:
248-731-9523
C*********@******************M
(Full email address available in API data)
Regulatory Contact
AARON HODARI
MANAGER
111 E. MERRILL STREET
SUITE 400
BIRMINGHAM
MI
United States
Tel:
248-731-9500
A******@***********************M
(Full email address available in API data)
Industry Affiliates
ENLIGHTENED FINANCE LLC | Other investment adviser, including financial planners |
SCHECHTER INVESTMENT ADVISORS, LLC | Other investment adviser, including financial planners |
SCHECHTER WEALTH STRATEGIES | Insurance company or agency |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
SCHECHTER PRIVATE CAPITAL FUND I, LLC - SERIES A | Venture Capital Fund | $16.5M | $0.0M | 56 |
SCHECHTER PRIVATE CAPITAL FUND I, LLC - SERIES AA | Venture Capital Fund | $3.4M | $0.0M | 97 |
SCHECHTER PRIVATE CAPITAL FUND I, LLC - SERIES AA2 | Venture Capital Fund | $3.6M | $0.0M | 83 |
SCHECHTER PRIVATE CAPITAL FUND I, LLC - SERIES B | Venture Capital Fund | $2.6M | $0.0M | 41 |
SCHECHTER PRIVATE CAPITAL FUND I, LLC - SERIES BB | Venture Capital Fund | $9.8M | $0.0M | 93 |
SCHECHTER PRIVATE CAPITAL FUND I, LLC - SERIES BB2 | Venture Capital Fund | $9.8M | $0.0M | 81 |
SCHECHTER PRIVATE CAPITAL FUND I, LLC - SERIES C | Venture Capital Fund | $7.5M | $0.0M | 40 |
SCHECHTER PRIVATE CAPITAL FUND I, LLC - SERIES CC | Venture Capital Fund | $5.0M | $0.0M | 79 |
SCHECHTER PRIVATE CAPITAL FUND I, LLC - SERIES CC2 | Venture Capital Fund | $5.0M | $0.1M | 30 |
SCHECHTER PRIVATE CAPITAL FUND I, LLC - SERIES D | Venture Capital Fund | $8.9M | $0.0M | 40 |
SCHECHTER PRIVATE CAPITAL FUND I, LLC - SERIES DD | Venture Capital Fund | $5.5M | $0.0M | 89 |
SCHECHTER PRIVATE CAPITAL FUND I, LLC - SERIES DD2 | Venture Capital Fund | $5.4M | $0.1M | 26 |
SCHECHTER PRIVATE CAPITAL FUND I, LLC - SERIES E | Venture Capital Fund | $21.7M | $0.0M | 92 |
SCHECHTER PRIVATE CAPITAL FUND I, LLC - SERIES EE | Venture Capital Fund | $16.1M | $0.0M | 75 |
SCHECHTER PRIVATE CAPITAL FUND I, LLC - SERIES F | Venture Capital Fund | $1.3M | $0.0M | 10 |
SCHECHTER PRIVATE CAPITAL FUND I, LLC - SERIES FF | Venture Capital Fund | $12.3M | $0.0M | 88 |
SCHECHTER PRIVATE CAPITAL FUND I, LLC - SERIES FF2 | Venture Capital Fund | $12.3M | $0.0M | 31 |
SCHECHTER PRIVATE CAPITAL FUND I, LLC - SERIES G | Venture Capital Fund | $11.8M | $0.0M | 42 |
SCHECHTER PRIVATE CAPITAL FUND I, LLC - SERIES GG | Venture Capital Fund | $8.3M | $0.0M | 79 |
SCHECHTER PRIVATE CAPITAL FUND I, LLC - SERIES HH | Venture Capital Fund | $5.9M | $0.0M | 70 |
SCHECHTER PRIVATE CAPITAL FUND I, LLC - SERIES II | Venture Capital Fund | $4.7M | $0.0M | 51 |
SCHECHTER PRIVATE CAPITAL FUND I, LLC - SERIES JJ | Venture Capital Fund | $4.2M | $0.0M | 28 |
SCHECHTER PRIVATE CAPITAL FUND I, LLC - SERIES K | Venture Capital Fund | $12.2M | $0.0M | 24 |
SCHECHTER PRIVATE CAPITAL FUND I, LLC - SERIES KK | Venture Capital Fund | $10.7M | $0.0M | 82 |
SCHECHTER PRIVATE CAPITAL FUND I, LLC - SERIES L | Venture Capital Fund | $4.4M | $0.0M | 49 |
SCHECHTER PRIVATE CAPITAL FUND I, LLC - SERIES M | Venture Capital Fund | $21.0M | $0.0M | 99 |
SCHECHTER PRIVATE CAPITAL FUND I, LLC - SERIES Q | Venture Capital Fund | $1.8M | $0.0M | 90 |
SCHECHTER PRIVATE CAPITAL FUND I, LLC - SERIES Q2 | Venture Capital Fund | $1.9M | $0.0M | 42 |
SCHECHTER PRIVATE CAPITAL FUND I, LLC - SERIES R | Venture Capital Fund | $0.7M | $0.0M | 81 |
SCHECHTER PRIVATE CAPITAL FUND I, LLC - SERIES S | Venture Capital Fund | $1.2M | $0.0M | 23 |
SCHECHTER PRIVATE CAPITAL FUND I, LLC - SERIES U | Venture Capital Fund | $112.5M | $0.0M | 92 |
SCHECHTER PRIVATE CAPITAL FUND I, LLC - SERIES V | Venture Capital Fund | $0.2M | $0.0M | 97 |
SCHECHTER PRIVATE CAPITAL FUND I, LLC - SERIES W | Venture Capital Fund | $0.0M | $0.0M | 94 |
SCHECHTER PRIVATE CAPITAL FUND I, LLC - SERIES X | Venture Capital Fund | $8.8M | $0.0M | 99 |
SCHECHTER PRIVATE CAPITAL FUND I, LLC - SERIES X2 | Venture Capital Fund | $3.8M | $0.0M | 25 |
SCHECHTER PRIVATE CAPITAL FUND I, LLC - SERIES Y | Venture Capital Fund | $5.6M | $0.0M | 89 |
SCHECHTER PRIVATE CAPITAL FUND I, LLC - SERIES Y2 | Venture Capital Fund | $6.1M | $0.0M | 34 |
SCHECHTER PRIVATE CAPITAL FUND I, LLC - SERIES Z | Venture Capital Fund | $8.0M | $0.0M | 99 |
SCHECHTER PRIVATE CAPITAL FUND I, LLC - SERIES Z2 | Venture Capital Fund | $9.1M | $0.0M | 50 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
HODARI, AARON, JOHN | Individual | – | MANAGER | 04/2016 | 25-50% |
SCHECHTER, MARC, RODNEY | Individual | – | MANAGER | 04/2016 | 50-75% |
AFFATATO, FLORENCE | Individual | – | CCO | 04/2022 | < 5% |
ADSIT, PHILLIP, M | Individual | – | VICE PRESIDENT | 07/2022 | < 5% |