SCHOLTZ & COMPANY, L.L.C.
Legal name: SCHOLTZ & COMPANY, LLC
CRD #107363 SEC #801-77840 STAMFORD, CT 203-714-9900
SEC Registered
Total AUM
$313.7M
Discretionary
$313.7M
Employees
9
Clients
10
Accounts
362
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $313.7M | $313.7M | $0 | 9 | 0 |
| Mar 2025 | $313.7M | $313.7M | $0 | 9 | 0 |
| Mar 2025 | $313.7M | $313.7M | $0 | 9 | 0 |
| Feb 2025 | $313.7M | $313.7M | $0 | 9 | 0 |
| Mar 2024 | $302.8M | $302.8M | $0 | 9 | 0 |
| Mar 2024 | $302.8M | $302.8M | $0 | 9 | 0 |
| Mar 2023 | $275.7M | $273.9M | $1.8M | 10 | 0 |
| Mar 2023 | $275.7M | $273.9M | $1.8M | 10 | 0 |
| Apr 2022 | $412.6M | $405.2M | $7.5M | 11 | 0 |
| Mar 2022 | $412.6M | $405.2M | $7.5M | 11 | 0 |
| Mar 2022 | $412.6M | $405.2M | $7.5M | 11 | 0 |
| Mar 2021 | $341.5M | $341.2M | $305.2K | 10 | 0 |
| Mar 2021 | $341.5M | $341.2M | $305.2K | 10 | 0 |
| Jan 2021 | $254.2M | $253.3M | $836.5K | 10 | 0 |
| Aug 2020 | $254.2M | $253.3M | $836.5K | 9 | 0 |
| Jun 2020 | $254.2M | $253.3M | $836.5K | 7 | 0 |
| Mar 2020 | $254.2M | $253.3M | $836.5K | 7 | 0 |
| Mar 2019 | $187.6M | $187.1M | $473.3K | 7 | 0 |
| Mar 2018 | $180.8M | $180.8M | $0 | 7 | 0 |
| Mar 2017 | $149.2M | $149.2M | $0 | 7 | 100 |
| Apr 2016 | $136.9M | $136.9M | $0 | 7 | 100 |
| Mar 2016 | $136.9M | $136.9M | $0 | 7 | 100 |
| Sep 2015 | $134.2M | $134.2M | $0 | 7 | 100 |
| Aug 2015 | $140.5M | $140.5M | $0 | 7 | 100 |
| Mar 2015 | $128.3M | $128.3M | $0 | 4 | 100 |
| Mar 2014 | $132.6M | $131.7M | $868.9K | 5 | 137 |
| Mar 2013 | $102.5M | $102.5M | $0 | 5 | 120 |
| Jun 2012 | $81.6M | $80.9M | $731.7K | 1 | 26 |
| Jun 2012 | $81.6M | $80.9M | $731.7K | 1 | 26 |
| Jun 2012 | $81.6M | $80.9M | $731.7K | 1 | 26 |
| May 2012 | $81.6M | $80.9M | $731.7K | 1 | 26 |
| Apr 2012 | $81.6M | $80.9M | $731.7K | 1 | 26 |
| Mar 2012 | $81.6M | $80.9M | $731.7K | 1 | 26 |
| Oct 2010 | $65.9M | $65.2M | $685K | 5 | -- |
| Sep 2010 | $65.9M | $65.2M | $685K | 5 | -- |
| Aug 2010 | $65.9M | $65.2M | $685K | 5 | -- |
| Jun 2010 | $65.9M | $65.2M | $685K | 5 | -- |
| Jun 2010 | $65.9M | $65.2M | $685K | 5 | -- |
| Jun 2009 | $61.8M | $53.7M | $8.1M | 5 | -- |
| Feb 2009 | $61.8M | $53.7M | $8.1M | 5 | -- |
| Mar 2008 | $86.2M | $74.8M | $11.4M | 5 | -- |
| Mar 2007 | $87.2M | $76.8M | $10.4M | 5 | -- |
| Mar 2006 | $78M | $69.3M | $8.7M | 5 | -- |
| Sep 2005 | $71M | $71M | $0 | 5 | -- |
| Feb 2005 | $58.5M | $58.5M | $0 | 5 | -- |
| Feb 2005 | $44M | $44M | $0 | 5 | -- |
| Jun 2004 | $61.9M | $61.9M | $0 | 5 | -- |
| May 2002 | $55.1M | $55.1M | $0 | 5 | -- |
| Jul 2001 | $72.3M | $72.3M | $0 | 5 | -- |
DateMar 2025
Total AUM$313.7M
Discretionary$313.7M
Non-Disc.$0
Employees9
Clients0
DateMar 2025
Total AUM$313.7M
Discretionary$313.7M
Non-Disc.$0
Employees9
Clients0
DateMar 2025
Total AUM$313.7M
Discretionary$313.7M
Non-Disc.$0
Employees9
Clients0
DateFeb 2025
Total AUM$313.7M
Discretionary$313.7M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$302.8M
Discretionary$302.8M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$302.8M
Discretionary$302.8M
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$275.7M
Discretionary$273.9M
Non-Disc.$1.8M
Employees10
Clients0
DateMar 2023
Total AUM$275.7M
Discretionary$273.9M
Non-Disc.$1.8M
Employees10
Clients0
DateApr 2022
Total AUM$412.6M
Discretionary$405.2M
Non-Disc.$7.5M
Employees11
Clients0
DateMar 2022
Total AUM$412.6M
Discretionary$405.2M
Non-Disc.$7.5M
Employees11
Clients0
DateMar 2022
Total AUM$412.6M
Discretionary$405.2M
Non-Disc.$7.5M
Employees11
Clients0
DateMar 2021
Total AUM$341.5M
Discretionary$341.2M
Non-Disc.$305.2K
Employees10
Clients0
DateMar 2021
Total AUM$341.5M
Discretionary$341.2M
Non-Disc.$305.2K
Employees10
Clients0
DateJan 2021
Total AUM$254.2M
Discretionary$253.3M
Non-Disc.$836.5K
Employees10
Clients0
DateAug 2020
Total AUM$254.2M
Discretionary$253.3M
Non-Disc.$836.5K
Employees9
Clients0
DateJun 2020
Total AUM$254.2M
Discretionary$253.3M
Non-Disc.$836.5K
Employees7
Clients0
DateMar 2020
Total AUM$254.2M
Discretionary$253.3M
Non-Disc.$836.5K
Employees7
Clients0
DateMar 2019
Total AUM$187.6M
Discretionary$187.1M
Non-Disc.$473.3K
Employees7
Clients0
DateMar 2018
Total AUM$180.8M
Discretionary$180.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2017
Total AUM$149.2M
Discretionary$149.2M
Non-Disc.$0
Employees7
Clients100
DateApr 2016
Total AUM$136.9M
Discretionary$136.9M
Non-Disc.$0
Employees7
Clients100
DateMar 2016
Total AUM$136.9M
Discretionary$136.9M
Non-Disc.$0
Employees7
Clients100
DateSep 2015
Total AUM$134.2M
Discretionary$134.2M
Non-Disc.$0
Employees7
Clients100
DateAug 2015
Total AUM$140.5M
Discretionary$140.5M
Non-Disc.$0
Employees7
Clients100
DateMar 2015
Total AUM$128.3M
Discretionary$128.3M
Non-Disc.$0
Employees4
Clients100
DateMar 2014
Total AUM$132.6M
Discretionary$131.7M
Non-Disc.$868.9K
Employees5
Clients137
DateMar 2013
Total AUM$102.5M
Discretionary$102.5M
Non-Disc.$0
Employees5
Clients120
DateJun 2012
Total AUM$81.6M
Discretionary$80.9M
Non-Disc.$731.7K
Employees1
Clients26
DateJun 2012
Total AUM$81.6M
Discretionary$80.9M
Non-Disc.$731.7K
Employees1
Clients26
DateJun 2012
Total AUM$81.6M
Discretionary$80.9M
Non-Disc.$731.7K
Employees1
Clients26
DateMay 2012
Total AUM$81.6M
Discretionary$80.9M
Non-Disc.$731.7K
Employees1
Clients26
DateApr 2012
Total AUM$81.6M
Discretionary$80.9M
Non-Disc.$731.7K
Employees1
Clients26
DateMar 2012
Total AUM$81.6M
Discretionary$80.9M
Non-Disc.$731.7K
Employees1
Clients26
DateOct 2010
Total AUM$65.9M
Discretionary$65.2M
Non-Disc.$685K
Employees5
Clients--
DateSep 2010
Total AUM$65.9M
Discretionary$65.2M
Non-Disc.$685K
Employees5
Clients--
DateAug 2010
Total AUM$65.9M
Discretionary$65.2M
Non-Disc.$685K
Employees5
Clients--
DateJun 2010
Total AUM$65.9M
Discretionary$65.2M
Non-Disc.$685K
Employees5
Clients--
DateJun 2010
Total AUM$65.9M
Discretionary$65.2M
Non-Disc.$685K
Employees5
Clients--
DateJun 2009
Total AUM$61.8M
Discretionary$53.7M
Non-Disc.$8.1M
Employees5
Clients--
DateFeb 2009
Total AUM$61.8M
Discretionary$53.7M
Non-Disc.$8.1M
Employees5
Clients--
DateMar 2008
Total AUM$86.2M
Discretionary$74.8M
Non-Disc.$11.4M
Employees5
Clients--
DateMar 2007
Total AUM$87.2M
Discretionary$76.8M
Non-Disc.$10.4M
Employees5
Clients--
DateMar 2006
Total AUM$78M
Discretionary$69.3M
Non-Disc.$8.7M
Employees5
Clients--
DateSep 2005
Total AUM$71M
Discretionary$71M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$58.5M
Discretionary$58.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$44M
Discretionary$44M
Non-Disc.$0
Employees5
Clients--
DateJun 2004
Total AUM$61.9M
Discretionary$61.9M
Non-Disc.$0
Employees5
Clients--
DateMay 2002
Total AUM$55.1M
Discretionary$55.1M
Non-Disc.$0
Employees5
Clients--
DateJul 2001
Total AUM$72.3M
Discretionary$72.3M
Non-Disc.$0
Employees5
Clients--