Schmeidler A R & Company Inc is an investment advisor that manages 942.7 MM dollars in regulatory AUM and has 16 employees, of which 10 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 999MM in positions, representing 106% of the manager's regulatory AUM.


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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
EBIDTA Margin Debt/Assets Hedge Fund Crowding

SCHMEIDLER A R & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 7.78% Tech 6.16% -0.5% 0 39%
BHVN 6.49% Health -12.17% -1.22% 1 4%
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SCHMEIDLER A R & Founders and Key Employees

Name Title In Position Since
Arnold Roger Schmeidler Chairman Of The Company, Founder And Managing Director June-1971
Peter George Jr Kandel Chief Financial Officer, Chief Compliance Officer - Broker-Dealer September-1981
Andrew John Schmeidler Director, Vice Chairman Of The Company And Managing Director December-2004
Stephen Robert Burke DirectorPresident And Managing Director October-2010
Michael Schaenen Director January-2015
Ilana Ruth Marcus Chief Compliance Officer, Registered Investment Adviser March-2015
Gregory Scott Markel Director, Chief Investment Officer And Managing Director January-2015
Sean David Lawless Director January-2015
Trevor William Maunder Director January-2015
Gavin Swartzman Director January-2015

SCHMEIDLER A R & Brokers, Custodians, Auditors and Administrators

Type Company

SCHMEIDLER A R & Investment Strategy

Item 8.C. The Adviser cannot guarantee that it will achieve the investment objectives of the portfolios it manages or sub-manages. There are certain risks of investing, and investors could lose money.

8.C: Material Risks Involved in Particular
Types of Securities

The Adviser invests in multiple types of securities to achieve the investment objectives of the portfolios it manages and sub- manages. The Adviser cannot guarantee or assure you that your investment objective(s) will be achieved. The Adviser does not guarantee the future performance of any client’s account or any specific level of performance, the success of any investment decision or strategy that it may use, or the success of its overall management of any account. The investment decisions the Adviser make for client accounts are subject to various market, currency, economic, political and business risks, and the risk that investment decisions will not always be profitable. Below is list...
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SCHMEIDLER A R & Portfolio Concentration


NEW YORK, New York
UNITED STATES, 10110-1405

SCHMEIDLER A R & Contact Information

Phone Number: 212-687-9800
Fax Number: 212-687-1392



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