SCHOOLCRAFT CAPITAL LLC

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Adviser Profile
As of Date 03/28/2024
Adviser Type - Large advisory firm
Number of Employees 12 20.00%
of those in investment advisory functions 9 28.57%
Registration Colorado, Terminated, 08/30/2017
Other registrations (1)
AUM* 1,185,649,921 12.72%
of that, discretionary 1,137,459,556 15.15%
Private Fund GAV* 214,812,284 18.90%
Avg Account Size 6,443,750 5.98%
% 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

Recent News

Reported AUM

Discretionary
Non-discretionary
1B 911M 759M 608M 456M 304M 152M
2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$102,889,052
Fund TypePrivate Equity Fund Count7 GAV$111,923,232

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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.