SCHMITZ CAPITAL PARTNERS, LLC
CRD #105702 SEC #801-33527 MILL VALLEY, CA 415-381-9075
SEC Registered
Total AUM
$125.3M
Discretionary
$125.3M
Employees
2
Clients
10
Accounts
311
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $125.3M | $125.3M | $0 | 2 | 136 |
| Mar 2024 | $115M | $115M | $0 | 2 | 103 |
| Mar 2023 | $106.1M | $106.1M | $0 | 2 | 112 |
| Mar 2022 | $145.4M | $145.4M | $0 | 2 | 108 |
| Mar 2021 | $106.1M | $106.1M | $0 | 2 | 114 |
| Jun 2020 | $111.1M | $111.1M | $0 | 2 | 157 |
| Mar 2020 | $111.1M | $111.1M | $0 | 2 | 157 |
| Mar 2019 | $104.4M | $104.4M | $0 | 2 | 231 |
| Mar 2018 | $104.3M | $104.3M | $0 | 2 | 128 |
| Mar 2017 | $107.3M | $107.3M | $0 | 2 | 116 |
| Mar 2016 | $104.5M | $104.5M | $0 | 2 | 232 |
| Dec 2015 | $109.7M | $0 | $109.7M | 2 | 205 |
| Jun 2015 | $109.7M | $0 | $109.7M | 2 | 205 |
| Jun 2015 | $109.7M | $0 | $109.7M | 2 | 205 |
| Apr 2015 | $109.7M | $0 | $109.7M | 2 | 205 |
| Mar 2015 | $110.2M | $0 | $110.2M | 1 | 213 |
| Mar 2014 | $109.2M | $0 | $109.2M | 1 | 188 |
| Mar 2013 | $108.2M | $0 | $108.2M | 1 | 191 |
| Mar 2012 | $108.3M | $0 | $108.3M | 1 | 177 |
| Apr 2011 | $107.2M | $0 | $107.2M | 5 | -- |
| Jan 2011 | $107.2M | $0 | $107.2M | 5 | -- |
| Aug 2010 | $43.5M | $0 | $43.5M | 5 | -- |
| Feb 2009 | $30.8M | $0 | $30.8M | 5 | -- |
| Mar 2008 | $42.1M | $0 | $42.1M | 5 | -- |
| Feb 2007 | $34.1M | $0 | $34.1M | 5 | -- |
| Jan 2006 | $33.6M | $0 | $33.6M | 5 | -- |
| Sep 2005 | $31M | $0 | $31M | 5 | -- |
| Jan 2005 | $31M | $0 | $31M | 5 | -- |
| Mar 2004 | $34.3M | $0 | $34.3M | 5 | -- |
| Mar 2002 | $30.2M | $0 | $30.2M | 5 | -- |
DateApr 2025
Total AUM$125.3M
Discretionary$125.3M
Non-Disc.$0
Employees2
Clients136
DateMar 2024
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees2
Clients103
DateMar 2023
Total AUM$106.1M
Discretionary$106.1M
Non-Disc.$0
Employees2
Clients112
DateMar 2022
Total AUM$145.4M
Discretionary$145.4M
Non-Disc.$0
Employees2
Clients108
DateMar 2021
Total AUM$106.1M
Discretionary$106.1M
Non-Disc.$0
Employees2
Clients114
DateJun 2020
Total AUM$111.1M
Discretionary$111.1M
Non-Disc.$0
Employees2
Clients157
DateMar 2020
Total AUM$111.1M
Discretionary$111.1M
Non-Disc.$0
Employees2
Clients157
DateMar 2019
Total AUM$104.4M
Discretionary$104.4M
Non-Disc.$0
Employees2
Clients231
DateMar 2018
Total AUM$104.3M
Discretionary$104.3M
Non-Disc.$0
Employees2
Clients128
DateMar 2017
Total AUM$107.3M
Discretionary$107.3M
Non-Disc.$0
Employees2
Clients116
DateMar 2016
Total AUM$104.5M
Discretionary$104.5M
Non-Disc.$0
Employees2
Clients232
DateDec 2015
Total AUM$109.7M
Discretionary$0
Non-Disc.$109.7M
Employees2
Clients205
DateJun 2015
Total AUM$109.7M
Discretionary$0
Non-Disc.$109.7M
Employees2
Clients205
DateJun 2015
Total AUM$109.7M
Discretionary$0
Non-Disc.$109.7M
Employees2
Clients205
DateApr 2015
Total AUM$109.7M
Discretionary$0
Non-Disc.$109.7M
Employees2
Clients205
DateMar 2015
Total AUM$110.2M
Discretionary$0
Non-Disc.$110.2M
Employees1
Clients213
DateMar 2014
Total AUM$109.2M
Discretionary$0
Non-Disc.$109.2M
Employees1
Clients188
DateMar 2013
Total AUM$108.2M
Discretionary$0
Non-Disc.$108.2M
Employees1
Clients191
DateMar 2012
Total AUM$108.3M
Discretionary$0
Non-Disc.$108.3M
Employees1
Clients177
DateApr 2011
Total AUM$107.2M
Discretionary$0
Non-Disc.$107.2M
Employees5
Clients--
DateJan 2011
Total AUM$107.2M
Discretionary$0
Non-Disc.$107.2M
Employees5
Clients--
DateAug 2010
Total AUM$43.5M
Discretionary$0
Non-Disc.$43.5M
Employees5
Clients--
DateFeb 2009
Total AUM$30.8M
Discretionary$0
Non-Disc.$30.8M
Employees5
Clients--
DateMar 2008
Total AUM$42.1M
Discretionary$0
Non-Disc.$42.1M
Employees5
Clients--
DateFeb 2007
Total AUM$34.1M
Discretionary$0
Non-Disc.$34.1M
Employees5
Clients--
DateJan 2006
Total AUM$33.6M
Discretionary$0
Non-Disc.$33.6M
Employees5
Clients--
DateSep 2005
Total AUM$31M
Discretionary$0
Non-Disc.$31M
Employees5
Clients--
DateJan 2005
Total AUM$31M
Discretionary$0
Non-Disc.$31M
Employees5
Clients--
DateMar 2004
Total AUM$34.3M
Discretionary$0
Non-Disc.$34.3M
Employees5
Clients--
DateMar 2002
Total AUM$30.2M
Discretionary$0
Non-Disc.$30.2M
Employees5
Clients--