GERCHEN CAPITAL PARTNERS

RIASEC RegisteredEst. 2021
Total AUM
$2.1B
Discretionary
$1.9B
91% of AUM
Avg account
$95.8M
Accounts
22
Employees
23
Advisory reps
5

Firm details

Headquarters
CHICAGO, Illinois
CRD number
316524
Registered since
October 25, 2021
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles98.25%
  • Other Investment Advisers1.75%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Gerchen Capital Partners is organized as a limited liability company that operates primarily as a private equity fund manager and general partner. The firm registered with the SEC in 2021 and targets institutional clients. Its advisory work centers on managing pooled investment vehicles and providing portfolio management for businesses or institutions. The firm charges both percentage-of-assets and performance-based fees, and it identifies as the sponsor/GP and managing member of its pooled vehicles rather than as a broad capital allocator. Gerchen Capital Partners does not describe itself as an active ESG investor and is not set up as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

3 of 4
  • PATRICK TRIMBLE

    Chief Financial OfficerCRD 6237803

  • ADAM GERCHEN

    Chief Executive OfficerCRD 5387935

  • JONATHAN LUBIN

    General Counsel and Chief Compliance OfficerCRD 7825209

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Contacts

1 of 1
  • WARREN POSTMAN

    Managing Director, InvestmentsCRD 7720668

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
150 N Riverside Plz
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth