Schultze Asset Management, Lp

Schultze Asset Management, LP is a Delaware limited partnership that was originally organized in 1998 and converted to a limited partnership in 2015. The firm, primarily owned by George Schultze, offers investment advisory services on a discretionary basis. As of December 31, 2024, the firm managed $64,967,917 on a discretionary basis for various clients, including private investment partnerships and separate accounts for institutional and individual clients. Schultze Asset Management specializes in exploiting market inefficiencies and security mispricings due to issuer distress, focusing on distressed securities across the capital structure. The firm employs a disciplined investment process to identify undervalued distressed securities and catalyst events that could drive values higher. Additionally, the firm may engage in short selling opportunities and relative value trades. Clients have the option to customize their investment strategies within separate managed accounts. Schultze Asset Management charges management fees based on a percentage of assets under management and may negotiate fees. The firm may also receive performance-based fees of up to 20%. Clients are urged to set forth their goals and expectations for managed accounts. The firm acts as a fiduciary and has a Code of Ethics in place to ensure fair dealings with clients. Schultze Asset Management has not been involved in any disciplinary actions and maintains custody of client assets with unaffiliated custodians. The firm exercises investment discretion for client accounts and has policies in place for proxy voting on behalf of clients.