Even Herd LLC
Firm details
- Headquarters
- Oklahoma City, Oklahoma
- CRD number
- 329728
- Registered since
- March 21, 2024
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Even Herd LLC is an SEC-registered institutional RIA organized as an LLC. The firm identifies an institutional client base and charges fees as a percentage of assets under management. Its stated advisory activity is portfolio management for investment companies, and its regulatory profile indicates involvement as an adviser and sponsor/manager of pooled investment vehicles. The firm does not position itself as an active ESG investor, is not flagged as a multi-state adviser, and is not listed as a pension consultant. Ownership is held by an individual.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Kelly Christopher
Chief Compliance OfficerCRD 6000499
Contacts
1 of 1
Samuel Jurrens
OwnerCRD 5805974
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Oklahoma City, OK
Oklahoma
Location
Oklahoma City, OK
Headquartered in Oklahoma City, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.
- Metro area
- Oklahoma City-Shawnee, OK
- Region
- South
- County
- Oklahoma
- Address
- 14642 Bogert Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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