CRD: 122965
Herr Capital Management LLC
Chicago, IL, 60643
3126971600
$79.3M Total AUM
$66.6M Disc. AUM
-- 3Y CAGR
2 Employees
117 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-06-2000
- Office Locations
- 1
Office Locations
10231 S. Western Avenue Suite 1A Chicago IL
About Herr Capital Management LLC
Herr Capital Management LLC is a Chicago-based RIA. The firm has been operating for 26 years. Managing $79.3M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
52 AVG AGE
$39.6M AVG AUM / ADVISOR
$677.4K AVG AUM / CLIENT
17.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Frontier value Element
Investment Themes
Pathway Quantum North meridian
Investment Vehicles
Radial matrix Quantum
Services
Focus Horizon Unison timber Element optima Ridge delta Matrix north
Owner & Executives
TERRENCE EDWARD HERR
Certified Financial Planner, Managing Partner
- CRD
- #2565870
- Ownership
- 75% or more
(578) 744-2293
summit.focus@summitcapital.com
in linkedin.com/in/harbor-timber
Showing 1 of 1 owners & executives
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MELISSA NICOLE OSIKA
Partner
- CRD
- #5249387
(985) 287-2180
fusion.pioneer@northcapital.com
in linkedin.com/in/summit-ridge
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,642,981 | -- |
| Non-Discretionary | $12,613,771 | -- |
| Total | $79,256,752 | -- |
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Separately Managed Accounts
Total SMA Asset: $79,256,752
Equity - Exchange:
8.9% Public Funds:
15.5% Cash:
16.1% Equity - OTC:
23.3% Municipal Bonds:
24.4% U.S. Government/Agency:
11.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $468,051,949 | 8.9% |
| Public Funds | $815,146,652 | 15.5% |
| Cash | $846,700,716 | 16.1% |
| Equity - OTC | $1,225,349,484 | 23.3% |
| Municipal Bonds | $1,283,198,601 | 24.4% |
| U.S. Government/Agency | $620,563,257 | 11.8% |
| Total | $5,259,010,659 | 100.0% |