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CRD 107297
WINSTON SALEM, NC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| SCHALLER EQUITY PARTNERS, A NORTH CAROLINA LIMITED PARTNERSHIP | Hedge Fund | $83.5M | Mar 29, 2019 | 45 | Mar 30, 2012 | reported | 021-148074 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| SCHALLER, DOUGLAS, EMERSON | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | yes | 12/1995 | Mar 30, 2012 | Mar 29, 2019 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| SCHALLER EQUITY MANAGEMENT, INC. | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2018 | Mar 29, 2019 | $176M | $176M | 2 | 1 | 0 | 1 | $83.5M |
| 2017 | Mar 28, 2018 | $231M | $231M | 2 | 1 | 0 | 1 | $121M |
| 2016 | Mar 31, 2017 | $200M | $200M | 2 | 1 | n/a | 1 | $122M |
| 2015 | Mar 18, 2016 | $187M | $187M | 2 | 1 | n/a | 1 | $105M |
| 2014 | Mar 13, 2015 | $189M | $189M | 2 | 1 | n/a | 1 | $110M |
| 2013 | Mar 27, 2014 | $184M | $184M | 2 | 1 | n/a | 1 | $110M |
| 2012 | Mar 1, 2013 | $157M | $157M | 2 | 1 | n/a | 1 | $75.7M |
| 2011 | Mar 30, 2012 | $139M | $139M | n/a | n/a | n/a | 1 | $73.4M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2018 | $176M | $231M | -23.7% | $187M | -2.0% | 2 | 2 | 0 | 0 |