SCHALLER INVESTMENT GROUP, INC. other names

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Adviser Profile

Registration status: Terminated

As of Date:

03/29/2019

Adviser Type:

- Large advisory firm


Number of Employees:

2

of those in investment advisory functions:

1

AUM:

176,187,832 -23.66%

of that, discretionary:

176,187,832 -23.66%

Avg Account Size:

1,797,835 -26.77%

% High Net Worth:

63.83% -1.64%


SMA’s:

YES

Private Funds:

0 1

Client Types:

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities:

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

Compensation Arrangments:

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
231M 198M 165M 132M 99M 66M 33M
2016 2017 2018 2019

Recent News

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Private Funds



Employees




Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
084670702 BERKSHIRE HATHAWAY INC DEL $14,824 15.48%
02079K305 ALPHABET INC $10,970 11.46%
N20146101 CIMPRESS N V $10,642 11.12%
760416107 REPUBLIC FIRST BANCORP INC $9,524 9.95%
452892102 IMPERIAL METALS CO F $8,678 9.06%
225310101 CREDIT ACCEP CORP MICH $6,761 7.06%
09857L108 BOOKING HLDGS INC $5,040 5.26%
02079K107 ALPHABET INC $4,535 4.74%
256746108 DOLLAR TREE INC $3,619 3.78%
459200101 INTERNATIONAL BUSINESS MACHS $3,367 3.52%