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
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 4
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
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
Compensation % of AUMPerformance-based fees

Identifiers

SEC RIA File Number 801-111831
SEC ERA File Number 801-111831
SEC CIK Numbers None
SEC CRD Numbers 289491
Legal Entity Identifier None

Principal Office

111 E. MERRILL STREET
SUITE 400
BIRMINGHAM
MI
United States
Monday - Friday, 9-5
Tel: 248-731-9500, Fax: None

Chief Compliance Officer

FLORENCE AFFATATO
111 E. MERRILL STREET
SUITE 400
BIRMINGHAM
MI
United States
Tel: 248-731-9523
(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
(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%

No. Employees, Historic

105020192020202120222023202420254 on 4/1/20194 on 5/14/20204 on 3/31/20213 on 3/31/20225 on 4/13/20225 on 4/26/20225 on 7/18/20225 on 8/30/20225 on 8/30/20224 on 3/8/20234 on 4/17/20234 on 3/4/2024

RAUM, Historic

400M200M0201920202021202220232024202586561324 on 4/1/2019111962826 on 5/14/2020141691166 on 3/31/2021325830675 on 3/31/2022325830675 on 4/13/2022325830675 on 4/26/2022325830675 on 7/18/2022325830675 on 8/30/2022325830675 on 8/30/2022319213822 on 3/8/2023319213822 on 4/17/2023389478841 on 3/4/2024

No. Clients, Historic

40200201920202021202220232024202511 on 4/1/201914 on 5/14/202014 on 3/31/202129 on 3/31/202229 on 4/13/202229 on 4/26/202229 on 7/18/202229 on 8/30/202229 on 8/30/202236 on 3/8/202336 on 4/17/202339 on 3/4/2024