HERR CAPITAL MANAGEMENT LLC

Overview

Herr Capital Management LLC is an independent, owner-operated registered investment adviser that serves individual and family clients as well as institutional accounts. The firm emphasizes equity-centered portfolios, managing a majority of assets on a discretionary basis through separately managed account structures. Advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. Herr Capital also operates as an insurance broker, which it uses to integrate annuities and other insurance-based solutions into client plans. Fee arrangements are flexible—percentage of AUM, hourly engagements, and fixed fees are all offered depending on client needs. The firm does not present itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices