EVEN HERD LLC

RIASEC RegisteredEst. 2024
Total AUM
$55.9M
Discretionary
$55.9M
100% of AUM
Avg account
$55.9M
Accounts
1
Employees
2
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • KELLY CHRISTOPHER

    Chief Compliance OfficerCRD 6000499

Contacts

1 of 1
  • SAMUEL JURRENS

    OwnerCRD 5805974

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth