Schf (Gpe), LLC (Menlo Park)

Name: Schf (Gpe), LLC
Address: 2800 Sand Hill Rd., Menlo Park, CA, 94025 7117
Telephone: 650-397-9070

Schf (Gpe), LLC is a large advisory firm based in Menlo Park. It manages $4.99 billion of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.

Schf (Gpe) provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Schf (Gpe): assets under management

The assets under management (AUM) of Schf (Gpe), LLC is $4.99 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 516% since the beginning of its operation, and $371.8 million of the total AUM is attributable to clients outside of the United States.

The firm manages $4.99 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $312.15 million each.

Schf (Gpe) has custody of $4.94 billion in cash and securities for 16 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Schf (Gpe), LLC 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.

What kind of clients Schf (Gpe) serves?

The only and largest group of clients of Schf (Gpe) is pooled investment vehicles with 16 clients and $4.99 billion of assets under management. Among the 7 most similar advisory firms, Schf (Gpe) has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $4.99 billion for 16 clients. 13% of the firm’s clients are foreign persons or businesses.

Schf (Gpe) also advises several private funds. Namely, sixteen other private funds.

Careers at Schf (Gpe), LLC

The company employs 16 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Keith Bryon Johnson	Chief investment officer and managing member of schf (gpe), llc	1 Apr 2010	25% - 50%	3223558
Irwin Robert Gross	Chief compliance officer & coo, managing member and managing director of schf (gpe), llc	1 Apr 2010	25% - 50%	6021391
Mark Stephen Oei	Managing member and managing director of schf (gpe), llc	1 Apr 2010	25% - 50%	2784697
L.P. Osf A Global Apportionment	Limited partner of schf management, l.p.	1 Apr 2010	25% - 50%	98-0684285
Llc Schf Management (Gpe)	General partner of schf management, l.p.	1 Apr 2010	Other	27-2293070
Kelly Belinda Cheng	Vp of finance and special non-managing member of schf (gpe), llc	1 Apr 2010	Other	6027570
Michael Jonathan Moritz	Director of schf (gpe), llc	1 Jun 2010	Other	6021394
Douglas Mauro Leone	Director of schf (gpe), llc	1 Jun 2010	Other	6021395
Sandra (Nmn) Robertson	Director of schf (gpe), llc	1 Jun 2010	Other	6008325
David Francis Mcdevitt	Investment director and non-managing member of schf (gpe), llc	1 Jun 2010	Other	6021392
Gumersindo Olivero	Director of schf (gpe), llc	1 Jun 2010	Other	6024727
Sandra Robertson	Director of schf (gpe), llc	1 Jun 2010	Other	6008325
Bruce Allen Karsh	Director of schf (gpe), llc	1 Jan 2011	Other	4332713
Lindsay Ruth Larsen	Special limited partner of schf management, l.p.	1 Oct 2011	Other	3257173
Kevin Anthony Kelly	Investment director and special non-managing member of schf (gpe), llc	1 Jan 2017	Other	6776462
Kevin Thomas Slemp	Investment director and special non-managing member of schf (gpe), llc	1 Jan 2017	Other	6776463
Kelly Belinda Cheng	Chief financial officer	1 Jan 2017	Other	6027570
Mark G Machin	Director of schf (gpe), llc	1 Jan 2018	Other	2530205
Kevin Anthony Kelly	Managing member of schf (gpe), llc	1 Jan 2019	Other	6776462

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Ltd. Osm Global Apportionment	General partner	1 Feb 2010	Other	98-0684278

Based in Menlo Park

The principal office where Schf (Gpe), LLC performs its advisory services is located at 2800 Sand Hill Rd., Menlo Park, CA 94025 7117, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-397-9070 or by fax 650-397-9468. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at sequoiaheritage.com.