SCHULTZE ASSET MANAGEMENT, LP

800 Westchester Avenue
Suite S-632
Rye Brook, New York 10573
Tel: 914-701-5260

About SCHULTZE ASSET MANAGEMENT, LP

SCHULTZE ASSET MANAGEMENT, LP, formally registered with the SEC as SCHULTZE ASSET MANAGEMENT, LP. The firm was established in 06/09/2003. They have over 1 offices throughout the country.

SCHULTZE ASSET MANAGEMENT, LP is a Rye Brook, New York based Financial Planning firm with nearly $60,454,779 assets under management, offering retirement planning & investment advisory services to 16 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110927
SEC#	801-62112
Assets Managed by Firm	$60,454,779
No. of Clients	16
No. of Advisors	6

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	16	$60,454,779
Individuals (other than high net worth individuals)	7	$8,294,586
High net worth individuals	1	$4,886,127
Pension and profit sharing plans	1	$128,036
Charitable organizations	2	$390,723

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