← Directory
HEARD CAPITAL LLC
CRD 297176File 801-117709
APPROVED
Custody
Filing as of Aug 7, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.40B
Top 25% of cohort (national)
Discretionary AUM
$2.40B
Clients
7
12 accounts
Employees
10
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Dec 2, 2019
- Principal office
- 1 NORTH WACKER, SUITE 3650, CHICAGO, IL, 60606
- Phone
- 312-786-5210
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.40B
- Discretionary AUM
- $2.40B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 12
- Non-discretionary accounts
- 0
- Total accounts
- 12
- AUM per client
- $342.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $72.3M |
| Other investment advisers | Fewer than 5 | $35.9M |
| Pooled investment vehicles | 2 | $1.55B |
| Pension and profit sharing plans | Fewer than 5 | $618.9M |
| State or municipal government entities | 5 | $121.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.