9AT: SCHWARZ INVESTMENT PARTNERS

Adviser Profile

As of Date	05/14/2026
Registration	SEC, Approved, 04/27/2022
Other registrations (5)	Kansas, Terminated, 06/29/2023 Texas, Terminated, 06/29/2023 Texas, Conditional Restricted, 11/16/2016 Arizona, Terminated, 06/18/2003 Kansas, Approved, 03/13/2001
ADV Location	SILVER LAKE, KS, United States
Contact Info	(78 xxxxxxx
Websites

AUM^*	184,894,020 46%
of that, discretionary	184,894,020 46%
Number of Employees	3
of those in investment advisory functions	2 -33%
Private Fund GAV^*	0
Avg Account Size	202,513 34%
% High Net Worth	2.93% 37%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser GODFREY FINANCIAL ASSOCIATES, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM182.5m	#Funds-
Adviser SILVER OAK SECURITIES, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.4b	#Funds-
Adviser CPR INVESTMENTS INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM238.8m	#Funds-
Adviser INFINITY FINANCIAL SERVICES ADVISORY	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM174.0m	#Funds-
Adviser DES MOINES INVESTMENTS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM246.0m	#Funds-
Adviser CLIENT FIRST INVESTMENT MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM271.9m	#Funds-
Adviser LONE PEAK ADVISERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM125.4m	#Funds-
Adviser SERAPHIM CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM63.0m	#Funds-
Adviser SWAN CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund28.0m	Real Estate Fund20.9m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV48.9m	AUM351.4m	#Funds6
Adviser ROYAL OAK FINANCIAL ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM366.1m	#Funds-

Brochure Summary

Overview

Cobler Capital Management, LLC (hereinafter “CCM, LLC”) predecessor entity became registered as an Investment Adviser March 2001. CCM, LLC is a state-registered investment adviser in Kansas and has no subsidiaries. CCM, LLC has a conditional restricted registration in the state of Texas. CCM, LLC has no place of business in Texas and has no more than five clients in the preceding 12 months who are Texas residents. Robert W. Schwarz is the owner of CCM, LLC. PORTFOLIO MANAGEMENT: CCM, LLC provides Investment Supervisory Services, defined as giving continuous advice to a client or making investments for a client based on the individual needs of the client. Through personal discussions in which goals and objectives based on a client’s particular circumstances are established, CCM, LLC develops a client’s personal investment policy. CCM, LLC creates and manages a portfolio based on that policy. CCM, LLC will create a portfolio containing one or more of the following: exchange-listed securities, securities traded over-the-counter, foreign issuers, corporate debt securities, commercial paper, certificates of deposit, municipal securities, variable

annuities, mutual funds, exchange traded funds and United States government securities. CCM, LLC gathers required information through in-depth personal interviews. Information gathered includes a client’s current financial status, future goals and attitudes towards risk. CCM, LLC will allocate the client’s assets among various investments taking into consideration the overall management style selected by the client. The investments will be selected on the basis of any or all of the following criteria: the investment performance history; the industry sector; the record of management; the investment objectives; and the fee structure. Portfolio weighting between investments and market sectors will be determined by each client’s individual needs and circumstances. Clients will have the opportunity to place reasonable restrictions on the types of investments made on the client’s behalf. Clients will retain individual ownership of all securities. CCM, LLC does not participate in wrap fee programs. CCM, LLC manages advisory accounts on a discretionary basis only. As of October 2023, CCM, LLC manages $116,054,649 on a discretionary basis.

SCHWARZ INVESTMENT PARTNERS

SCHWARZ INVESTMENT PARTNERS

COBLER CAPITAL MANAGEMENT

SCHWARZ, ROBERT WAYNE

COBLER CAPITAL MANAGEMENT, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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SCHWARZ INVESTMENT PARTNERS SCHWARZ INVESTMENT PARTNERS COBLER CAPITAL MANAGEMENT SCHWARZ, ROBERT WAYNE COBLER CAPITAL MANAGEMENT, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

SCHWARZ INVESTMENT PARTNERS

SCHWARZ INVESTMENT PARTNERS

COBLER CAPITAL MANAGEMENT

SCHWARZ, ROBERT WAYNE

COBLER CAPITAL MANAGEMENT, LLC