Robert Schwartz (CRD# 1699487) is an Investment Advisor Representative working at Deer Park Road Management Company, LP in Steamboat Springs, CO and has over 32 years of experience in the finance industry.
CRD# 1814740
Genereux Investment Management, Inc.
CRD# 5526697
Lpl Financial LLC
CRD# 4566673
Callahan Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Deer Park Road Management Company, LP | Steamboat Springs, CO | Jul 2015 - Current | 8 |
| Loeb Partners | New York, NY | Aug 2012 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1991 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2016 |
- CO
-
Total Assets Under Management3,857MILLIONS
-
Total Number of Accounts9ACCOUNTS
-
Average Account Value$428,548,333
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other
CO
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