SCHULTZE ASSET MANAGEMENT, LP

CRD 110927File 801-62112

APPROVED

Retail clients

Custody

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$71.6M

Bottom 25% of cohort (national)

Discretionary AUM

$71.6M

Clients

16 accounts

Employees

Bottom 25% of cohort in NY

Identity & registration

ADV Item 1

Organization form: Limited Partnership
Firm type: Registered
SEC region: NYRO
Registration date: Jun 9, 2003
Principal office: 800 WESTCHESTER AVENUE, SUITE S-632, RYE BROOK, NY, 10573
Phone: 914-701-5260
Website: HTTP://WWW.SAMCO.NET

Assets & accounts

ADV Item 5F

Total regulatory AUM: $71.6M
Discretionary AUM: $71.6M
Non-discretionary AUM: $0
Discretionary accounts: 16
Non-discretionary accounts: 0
Total accounts: 16
AUM per client: $4.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	1	$1.9M
Charitable organizations	3	$11.6M
High net worth individuals	3	$9.7M
Pooled investment vehicles	3	$48.1M
Pension and profit sharing plans	1	$106K
Individuals (other than high net worth individuals)	5	$164K

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

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

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.