Hrtg Gpe, LLC

RIASEC RegisteredEst. 2012

Total AUM

$27.1B

Discretionary

$27.1B

100% of AUM

Avg account

$1.2B

Accounts

22

Employees

26

Advisory reps

14

Firm details

Headquarters: Wilson, Wyoming
CRD number: 157389
Registered since: March 30, 2012
Website: www.sequoiacap.com
Fee structure: Percentage of AUM, Other
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Hrtg Gpe, LLC is a limited liability company functioning as a private equity fund that is SEC-registered (since 2012) and serves institutional clients. The firm performs portfolio management for pooled investment vehicles and is also identified as a commodity pool operator/commodity trading advisor (CPO/CTA). It acts in sponsor and general partner capacities for pooled vehicles and reports being an active ESG investor. The firm's fee model includes percentage-of-AUM charges alongside other fee arrangements.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

3 of 6

Gerald Beeson
Chief Operating OfficerCRD 2349125
Federsin Dinsay
Chief Operating OfficerCRD 5172685
Kevin Kelly
Partner, CIOCRD 6776462

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Contacts

3 of 8

Keith Johnson
Senior Managing DirectorCRD 3223558
Mark Oei
MemberCRD 2784697
Kevin Slemp
PartnerCRD 6776463

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 2

Active vs passive

$522M in ETFs

Passive

100%

$522M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES GOLD TRUST (IAU)	BlackRock	Passive	Commodities Focused	$397M	4,508,493	76.09%

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Primary office

Wilson, WY

Teton

Location

Wilson, WY

Headquartered in Wilson, WY, in the West of the United States.

Region: West
County: Teton
Address: 5237 Hhr Ranch Rd
Time zone: MT (UTC-7)
Office locations

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