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Schooner Investment Group LLC (Wayne)


Schooner Investment Group LLC is an investment adviser to an investment company based in Wayne. It manages $36 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Pennsylvania.

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Schooner Investment Group provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Schooner Investment Group: assets under management

The assets under management (AUM) of Schooner Investment Group LLC is $36 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1700% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $36 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $36 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Schooner Investment Group LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
Dominic Andrew Rugani Partner 1 Apr 2007 50% - 75% 2708451
Pemra Hemseri Levinson Trustee 1 Feb 2008 Other 5507810
Leah Petro Owner 1 Feb 2009 75% - 100% 5785635
Gregory Robert Levinson Limited partner 1 Jan 2013 75% - 100% 2224846
Jeremy Thomas Mccann Managing member 1 Jan 2013 75% - 100% 4590084
Anthony Brian Fusco Managing member 1 Jan 2013 75% - 100% 2635808

Based in Wayne

The principal office where Schooner Investment Group LLC performs its advisory services is located at 676 E. Swedesford Rd, Wayne, PA 19087, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 484-580-8086 or by fax 888-828-8920. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at schoonerfunds.com.


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