HARRISON STREET ADVISORS, LLC

RIASEC RegisteredEst. 2011
Total AUM
$20.2B
Discretionary
$20.2B
100% of AUM
Avg account
$1.7B
Accounts
12
Employees
321
Advisory reps
4

Firm details

Headquarters
CHICAGO, Illinois
CRD number
157983
Registered since
September 30, 2011
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles99.2%
  • Pension & Profit Sharing Plans0.8%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Harrison Street Advisors, LLC is an SEC-registered investment adviser organized as a limited liability company (registration year 2011) that serves institutional clients. The firm operates as a manager and sponsor of pooled investment vehicles and also provides portfolio management for businesses and institutions. It is registered to act in CPO/CTA capacities and shows industry affiliations that include broker-dealer, other investment adviser, insurance company, and sponsor/GP/managing member roles for pooled vehicles. Harrison Street charges asset-based fees and can receive performance-based compensation. The adviser identifies itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 100%100%
  • Private Funds100%

Owners & executives

3 of 3
  • CHRISTOPHER MERRILL

    Co-Founder, Chairman & CEOCRD 4555201

  • MICHAEL GERSHOWITZ

    General Counsel & Chief Compliance OfficerCRD 7245085

  • STEPHEN GORDON

    Partner & Chief Financial OfficerCRD 5880480

Contacts

1 of 1
  • Zachary Michaud

    Managing PartnerCRD 7657921

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
217 N Sangamon St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth