


Schelin Uldricks &
Investment, Funds and Trusts • Huntington Beach, California, United States • 1-10 Employees
Company overview
| Headquarters | 300 Pacific Coast Hwy, 303, Huntington Beach, California 92648, US |
| Website | |
| Founded | 2020 |
| Employees | 1-10 |
Key Contact at Schelin Uldricks &
Adrian Watkins
Senior Managing Director
Schelin Uldricks & Email Formats
Schelin Uldricks & uses 1 email format. The most common is {first initial} (e.g., j@schelinuldricks.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@schelinuldricks.com | 100% |
About Schelin Uldricks &
Through our relationship with Emerson Equity LLC, Schelin Uldricks & Co. offers investment banking services with a focus on providing capital solutions to real estate companies and other mid-sized businesses. Headquartered in Huntington Beach, CA, Schelin Uldricks & Co. embodies a progressive entrepreneurial culture focused on integrity, transparency, execution, and ingenuity. The founding partners bring significant capital markets experience in investment banking, private equity, and real estate finance. The company offers a broad array of services, including debt and equity placement, M&A, GP advisory, divestitures, and financial restructuring. The founding partners of the firm, Ethan Schelin and Derek Uldricks, have a long history of collaboration and creativity. Each brings a unique skill set to the table, which allows the partnership to operate beyond the framework of traditional real estate or corporate finance investment banking. Mr. Uldricks experience includes all aspects of real estate finance including managing several commercial real estate investment funds from creation, capital formation, structuring, investment identification, to liquidation covering a range of investment strategies: opportunity zones, credit, horizontal development, land banking, vertical development, value-add, and opportunistic. Experience includes all commercial real estate asset types: hospitality, residential, office, retail, student housing, industrial, and self storage. Derek also hold Series 7, Series 66, and Series 79 FINRA licenses and is licensed with and securities offered through Emerson Equity, LLC, FINRA and SIPC member. Emerson Equity LLC is not affiliated with any other entity here.
Schelin Uldricks & revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment, Funds and Trusts industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Schelin Uldricks & has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Schelin Uldricks & has never raised funding before.
Schelin Uldricks & Tech Stack
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