Schafer Capital Management Inc (Jupiter)

Schafer Capital Management Inc is a large advisory firm based in Jupiter. It manages $420 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001.

Schafer Capital Management provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Schafer Capital Management: assets under management

The assets under management (AUM) of Schafer Capital Management Inc is $420 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $420 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $105 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Schafer Capital Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Schafer Capital Management Inc

David K. Schafer has been acting as President since 1 Feb 1984. John Gould joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Patrick Cullen	Director/vice president	1 Jan 1984	Other	58395
David K. Schafer	Director/president	1 Feb 1984	75% - 100%	4349689
John Gould	Vice president	1 Jan 1989	Other	4347544

Based in Jupiter

The principal office where Schafer Capital Management Inc performs its advisory services is located at 103 Spinnaker Lane, Jupiter, FL 33477 4003, which is also the mailing address of the firm. The firm also has an office outside of the United States.