HERGES CAPITAL MANAGEMENT

Overview

Herges Capital Management is a small, owner-operated investment adviser that manages concentrated, equity-focused portfolios for individuals, families and small businesses. The firm charges a percentage-of-assets fee and runs discretionary accounts, with a clear preference for exchange-traded equities as the primary building block of client portfolios. In addition to listed equities and mutual funds, the firm allocates to alternative managers — specifically real estate and managed futures — using third-party funds to add diversification and non-correlated return streams. The firm is also identified with commodity pool/commodity trading activity, which suggests either a direct use of futures strategies or a relationship with commodity trading advisers to provide trend-following and volatility-management exposures. Herges Capital Management does not position itself as an ESG-focused adviser and is structured as a limited liability company with individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices