Notice to clients of Schechter Investment Advisers, LLC (“SIA”) and/or private fund investors of Schechter Private Capital, LLC (“SPC”) Re: SIA and SPC reliance on SEC Release No. IA-5469 (the “Order”). Due to disruptions resulting from COVID-19, SIA and SPC are each relying on the extension to their respective Form ADV filing and delivery requirements, as described in the Order. Pursuant to the Order, SIA and SPC currently intend to file and deliver, if applicable, their respective Form ADV filings as soon as practicable, but not later than 45 days after the original due date for filling or delivery.
Securities for Schechter Wealth dba Schechter offered through Chalice Capital Partners, LLC (Chalice), member FINRA / SIPC. Schechter and Chalice are affiliated but do not share common ownership.
Advisory Services for Schechter offered through Schechter Investment Advisors, LLC (SIA), a registered investment advisor. Schechter Private Capital, LLC (SPC), which concentrates on advising private funds, is also a registered investment adviser. Schechter, SIA and SPC are affiliated and share common ownership. Certain principals of SIA and SPC are also registered representatives of, and sell security products for compensation through Chalice. Chalice is otherwise unaffiliated with SIA and SPC.
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View: Schechter Investment Advisors Form CRS