Semper Augustus Investments Group Llc
- Regulatory AUM
- $982M
- Discretionary
- $982M
- Clients
- 269
- Avg AUM / client
- $3.7M
- Accounts
- 529
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 43 | $11.4M | 1.16% |
| High net worth individuals | 201 | $694M | 70.6% |
| Pooled investment vehicles (non-investment companies) | 1 | $59.1M | 6.01% |
| Pension and profit sharing plans | 3 | $8.0M | 0.81% |
| Charitable organizations | 4 | $151M | 15.4% |
| Corporations and other businesses | 17 | $59.0M | 6.01% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $45.6M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Semper Augustus Investment Partners, L.P. | Hedge Fund | Delaware | $45.6M | 32 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Chad S Christensen | Chief Compliance Officer Partner/Vice President, Managing Member | Personal Financial Specialist | Oct 1998 (28y) | 50% – 75% |
| Christopher Paul Bloomstran | President And Chief Investment Officer, Managing Member | CFA | Oct 1998 (28y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $45.6M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Semper Augustus Investment Partners, L.P. | Hedge Fund | $45.6M | $200K | 32 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $637M (65% of AUM) Mar 2026
- U.S. Bank $215M (22% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗