9AT: SCHOOLCRAFT CAPITAL LLC

other names

Adviser Profile

As of Date	03/27/2025
Adviser Type - Large advisory firm
Number of Employees	11 10.00%
of those in investment advisory functions	8 14.29%
Registration	Colorado, Terminated, 08/30/2017
Other registrations (1)	SEC, Approved, 08/01/2017

AUM^*	1,228,995,614 16.84%
of that, discretionary	1,189,587,693 20.43%
Private Fund GAV^*	216,478,483 0.78%
Avg Account Size	6,679,324 9.85%
% High Net Worth	95.11% -0.28%
SMA’s	Yes
Private Funds	9 1
Contact Info	303 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Fund Type	Count	GAV
Fund TypeHedge Fund	Count2	GAV$111,129,918
Fund TypePrivate Equity Fund	Count7	GAV$105,348,565

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser ATLAS MERCHANT CAPITAL LLC	Hedge Fund308.9m	Liquidity Fund-	Private Equity Fund715.4m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.0b	AUM1.0b	#Funds14
Adviser STRATEGIC VALUE BANK PARTNERS LLC	Hedge Fund295.3m	Liquidity Fund-	Private Equity Fund260.2m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV555.5m	AUM730.0m	#Funds5
Adviser DAKOTA PACIFIC GLOBAL MACRO ADVISERS LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM447.9m	#Funds-
Adviser BONAVENTURE CAPITAL, LLC	Hedge Fund6.6m	Liquidity Fund-	Private Equity Fund28.8m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV35.4m	AUM437.7m	#Funds4
Adviser HIGHLAND CAPITAL MANAGEMENT, L.P.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM126.7m	#Funds-
Adviser MELKONIAN CAPITAL MANAGEMENT, LLC	Hedge Fund284.5m	Liquidity Fund-	Private Equity Fund63.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV347.8m	AUM347.8m	#Funds5
Adviser WALNUT GROVE CAPITAL PARTNERS, LP	Hedge Fund42.7m	Liquidity Fund-	Private Equity Fund150.1m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV192.8m	AUM192.8m	#Funds9
Adviser DIXON MIDLAND COMPANY LLC	Hedge Fund64.9m	Liquidity Fund-	Private Equity Fund15.1m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV80.0m	AUM-	#Funds3
Adviser ALANDA CAPITAL MANAGEMENT LIMITED	Hedge Fund-	Liquidity Fund-	Private Equity Fund176.9m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV176.9m	AUM-	#Funds7
Adviser DOUBLEBLUE CAPITAL MANAGEMENT L.P.	Hedge Fund-	Liquidity Fund-	Private Equity Fund52.2m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV52.2m	AUM-	#Funds1

Brochure Summary

Overview

Schoolcraft Capital is an independently owned Delaware limited liability company that was organized in November 2014 and began advising clients in 2015. It provides independent advice on investment portfolios and provides access to what it believes are top-tier asset managers from around the world. Its clients typically include sophisticated, ultra-high-net-worth families and their foundations. It is also the investment adviser to private investment funds. Schoolcraft Capital’s managers, controlling owners and portfolio managers are Michael J. Sherman and Theodore A. Harris. Comprehensive Portfolio Management Schoolcraft Capital tailors its advisory services to clients’ individual needs by providing clients highly customized advice related to investment policy development, asset allocation and portfolio construction. Also, it identifies, researches, evaluates, selects and monitors investment managers across most major global asset classes. Financial Planning & Consulting Schoolcraft Capital provides financial planning and consulting services to clients for the management of financial resources based upon an analysis of their current situation, goals, and objectives. Financial planning services will typically involve preparing a financial

plan or rendering a financial consultation for clients based on the client’s financial goals and objectives. Private Investment Funds Schoolcraft Capital sponsors and advises private, pooled investment funds. Investment in these funds is non-discretionary and requires each investor to review the fund’s legal documents and to complete and execute each fund’s subscription document. These funds offer interests to certain qualified investors and make investments in private or public companies, or other private investments, or one or more underlying funds (e.g. hedge funds and private equity funds). For a complete list and additional information about Schoolcraft Capital private pooled investment vehicles, refer to our Form ADV Part 1A, Schedule D, Section 7.B.(1) (Private Fund Reporting) available at www.adviserinfo.sec.gov . Participation in Wrap Fee Programs Schoolcraft Capital does not offer or sponsor a wrap fee program. Regulatory Assets Under Management As of December 31, 2023, Schoolcraft Capital managed $1,137,459,556 on a discretionary basis and $48,190,365 on a non-discretionary basis.

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SCHOOLCRAFT CAPITAL LLC

Adviser Profile

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Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

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Brochure Summary

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