GERCHEN CAPITAL PARTNERS
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 316524
- Registered since
- October 25, 2021
- Website
- www.gerchen.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
3 of 4PATRICK TRIMBLE
Chief Financial OfficerCRD 6237803
ADAM GERCHEN
Chief Executive OfficerCRD 5387935
JONATHAN LUBIN
General Counsel and Chief Compliance OfficerCRD 7825209
Contacts
1 of 1WARREN POSTMAN
Managing Director, InvestmentsCRD 7720668
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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