# SCHOLTZ & COMPANY, L.L.C.

SCHOLTZ & COMPANY, L.L.C. of STAMFORD, CT is an SEC-registered investment adviser.

## Registration

- CRD: 107363
- Type: SEC-registered investment adviser
- SEC file number: 801-77840
- Location: 107 ELM STREET, FOUR STAMFORD PLAZA, 5TH FLOOR, STAMFORD, CT, 06902
- Phone: 203-714-9900
- Latest filing: 2026-03-16
- Regulatory AUM: $340.5M
- Discretionary AUM: $340.5M
- Clients: 7
- Accounts: 380

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| Peter Dwight Scholtz | CHIEF COMPLIANCE OFFICER; PRESIDENT | STAMFORD, CT |
| Patricia Gildea | PARTNER | — |
| Carl Henry Scholtz | CHIEF COMPLIANCE OFFICER; PARTNER | — |
| MILLER DAVID JOHN | CHIEF INVESTMENT OFFICER; PORTFOLIO MANAGER | — |
| SCHOLTZ PETER DWIGHT | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| SCHOLTZ FREDERICK HENRY | PARTNER | — |
| GONZALEZ ROY R | PARTNER | — |
| SCHOLTZ ANDREW | PARTNER | — |
| ALTMAN LIZA | PARTNER | — |
| GILDEA PATRICIA M | PARTNER | — |
| SPELIOS LISA | PARTNER | — |
| GILDEA PATRICIA | PARTNER | — |
| SCHOLTZ ANGELA WILLIAMS | PARTNER | — |
| GREGZAK ENTERPRISES | PARTNER | — |
| SCHOLTZ CARL | PARTNER | — |
| SPELIOS LOUIS G | TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107363/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107363/similar
- Related entities: https://search.stillhousedata.com/firm/107363/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107363

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.