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Schnieders Capital Management
Schnieders Capital Management is an SEC-registered investment adviser in Pasadena, CA, registered since 2002. The firm manages $1.1 billion in assets, with...
Schnieders Capital Management
Schnieders Capital Management is an SEC-registered investment adviser in Pasadena, CA, registered since 2002. The firm manages $1.1 billion in assets, with $1.0 billion managed on a discretionary basis. It has 8 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Year founded
2002
Location
Region
North America
Country
United States
City
Pasadena
Corporate office
Pasadena, CA, United States
Frequently asked questions
How does Schnieders Capital Management structure its client portfolios?
The firm builds custom portfolios for each client based on their long-term goals, risk tolerance, and income needs. It offers both discretionary and non-discretionary services, with senior professionals directly making investment decisions. Portfolios are monitored with proprietary analytical technology and clients receive monthly statements, quarterly market commentaries, and 24-hour digital access to their holdings.
What type of clients does the firm serve?
Schnieders Capital Management serves individuals and institutions, with a pronounced emphasis on multi-generational family relationships. The firm states that it enjoys numerous long-term client engagements, often spanning multiple generations, and operates from a small, personal office setting where clients interact directly with senior decision-makers.
How does the firm's investment decision-making process work?
Senior professionals at the firm serve as both advisers and investment decision-makers, eliminating the separation between client service and portfolio construction that exists at many larger wealth managers. The firm uses proprietary technology to analyze companies and structure portfolios, then executes on a long-term investment approach that prioritizes client-specific objectives over benchmark tracking.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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