Stadtler Capital Management, LLC

Stadtler Capital Management is a small, discretionary investment manager that provides portfolio management and related consulting services to private pooled investment vehicles, charitable organizations, registered investment advisers and other institutional entities. The firm’s brochure does not list individual retail (non‑institutional) clients and it does not offer non‑discretionary services.

The firm describes a value‑oriented investment approach with an emphasis on capital preservation while seeking compound annual returns in excess of broad global equity market averages, using fundamental and technical analysis across large‑ and mid‑cap stocks and select small‑cap names. It implements both long and short equity positions and opportunistic uses of options, swaps and other derivatives, and may employ borrowing to leverage separately managed accounts where appropriate.

Distinctive features include acting as sponsor and investment manager to a private Delaware limited partnership (Stadtler SPV I, LP) that intends to concentrate substantially all committed capital in Series Seed‑3 preferred shares of a single portfolio company and is offered only to accredited and qualified investors. The firm accepts performance‑based compensation (including a carried interest for the Partnership), provides services to other registered advisers through affiliated entities, and discloses reliance on key personnel and the use of audited partnership financials to satisfy custody obligations.