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 a small, SEC-registered investment adviser organized as a limited liability company. The firm’s stated advisory activity is portfolio management for investment companies and its client base is institutional. It charges fees as a percentage of assets under management and is not identified as an active ESG investor. The firm’s registration year with the SEC is 2024 and ownership is listed as individual. Filings show Even Herd LLC also serves in sponsor and general partner roles and acts as a managing member of pooled investment vehicles. That combination indicates the firm both advises investment companies and sponsors or operates private pooled vehicles, rather than functioning solely as a discretionary portfolio manager for retail accounts. The firm is not listed as a capital allocator, pension consultant, related adviser, or multi-state adviser.
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 1SAMUEL 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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