LP Profile

Schmitz Capital Partners

Also known as schmitz

Wealth ManagerMill Valley, United StatesFounded 1988
$132M
Assets Under Management
Mill Valley
Headquarters
Investment Focus

About Schmitz Capital Partners

Schmitz Capital Partners is an independent investment and financial advisory firm based in Mill Valley, California, founded in 1988. It focuses on active portfolio management and customized financial advice for individual clients. The firm states that it aims to build long-term relationships through expert counsel and service, and offers comprehensive financial advice to help clients meet their life goals. Reported assets under management are about USD 132 million.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Schmitz Capital Partners from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$132.0M
Total Clients
288
Filing Date
April 2, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

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Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Schmitz Capital Partners?

Schmitz Capital Partners is a wealth manager based in Mill Valley, United States, managing approximately $132M in assets.

Where is Schmitz Capital Partners headquartered?

Schmitz Capital Partners is headquartered in Mill Valley, United States.

How much does Schmitz Capital Partners manage?

Schmitz Capital Partners manages approximately $132M in assets under management.

When was Schmitz Capital Partners founded?

Schmitz Capital Partners was founded in 1988.

How can I contact Schmitz Capital Partners?

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