SCHALLER INVESTMENT GROUP, INC.
CRD #107297 SEC #801-50849 WINSTON SALEM, NC 336-774-1515
SEC Registered Private Funds
Total AUM
$230.8M
Discretionary
$230.8M
Employees
2
Clients
0
Accounts
94
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $176.2M | $176.2M | $0 | 2 | 0 |
| Mar 2019 | $230.8M | $230.8M | $0 | 2 | 0 |
| Mar 2018 | $230.8M | $230.8M | $0 | 2 | 0 |
| Mar 2017 | $199.9M | $199.9M | $0 | 2 | 26 |
| Mar 2016 | $186.9M | $186.9M | $0 | 2 | 26 |
| Mar 2015 | $189M | $189M | $0 | 2 | 26 |
| Mar 2014 | $183.9M | $183.9M | $0 | 2 | 26 |
| Mar 2013 | $157.4M | $157.4M | $0 | 2 | 26 |
| Mar 2012 | $139M | $139M | $0 | 1 | 26 |
| Mar 2010 | $131M | $131M | $0 | 5 | -- |
| Mar 2008 | $152.5M | $152.5M | $0 | 5 | -- |
| Mar 2007 | $159.2M | $159.2M | $0 | 5 | -- |
| Dec 2004 | $107.8M | $107.8M | $0 | 5 | -- |
| Mar 2004 | $107.8M | $107.8M | $0 | 5 | -- |
| Mar 2002 | $72.4M | $72.4M | $0 | 5 | -- |
DateMar 2019
Total AUM$176.2M
Discretionary$176.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$230.8M
Discretionary$230.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$230.8M
Discretionary$230.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2017
Total AUM$199.9M
Discretionary$199.9M
Non-Disc.$0
Employees2
Clients26
DateMar 2016
Total AUM$186.9M
Discretionary$186.9M
Non-Disc.$0
Employees2
Clients26
DateMar 2015
Total AUM$189M
Discretionary$189M
Non-Disc.$0
Employees2
Clients26
DateMar 2014
Total AUM$183.9M
Discretionary$183.9M
Non-Disc.$0
Employees2
Clients26
DateMar 2013
Total AUM$157.4M
Discretionary$157.4M
Non-Disc.$0
Employees2
Clients26
DateMar 2012
Total AUM$139M
Discretionary$139M
Non-Disc.$0
Employees1
Clients26
DateMar 2010
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$152.5M
Discretionary$152.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$159.2M
Discretionary$159.2M
Non-Disc.$0
Employees5
Clients--
DateDec 2004
Total AUM$107.8M
Discretionary$107.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$107.8M
Discretionary$107.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$72.4M
Discretionary$72.4M
Non-Disc.$0
Employees5
Clients--