HRTG GPE, LLC
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
FINTRXOverview
Hrtg Gpe, LLC is a privately organized investment manager operating as an LLC and registered with the SEC since 2012. The firm serves institutional clients and functions primarily as a private equity fund sponsor and manager of pooled investment vehicles; its reported business activities include acting as a CPO/CTA and serving as sponsor, general partner, or managing member for pooled vehicles. Hrtg Gpe uses a percentage-of-AUM fee model (alongside other fee arrangements) and identifies itself as an active ESG investor, which suggests ESG considerations are part of its investment process across selected strategies. The firm is not positioned as a capital allocator to external managers in a broad sense; instead it sponsors and manages its own pooled funds while also allocating to third-party alternative managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 6GERALD BEESON
Chief Operating OfficerCRD 2349125
FEDERSIN DINSAY
Chief Operating OfficerCRD 5172685
KEVIN KELLY
Partner, CIOCRD 6776462
Contacts
3 of 8KEITH JOHNSON
Senior Managing DirectorCRD 3223558
MARK OEI
MemberCRD 2784697
KEVIN SLEMP
PartnerCRD 6776463
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$522M in ETFs
100%
$522M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES GOLD TRUST (IAU) | BlackRock | Passive | Commodities Focused | $397M | 4,508,493 | 76.09% |
Location
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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