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GERCHEN CAPITAL PARTNERS
Legal name: GERCHEN CAPITAL MANAGEMENT, LLC
CRD 316524File 801-122517
APPROVED
Custody
Filing as of Jul 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.11B
Top 25% of cohort (national)
Discretionary AUM
$1.91B
Non-discretionary $195.6M
Clients
17
22 accounts
Employees
23
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 25, 2021
- Principal office
- 150 N RIVERSIDE PLAZA, SUITE 4170, CHICAGO, IL, 60606
- Phone
- 217-437-1300
- Website
- http://www.gerchen.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.11B
- Discretionary AUM
- $1.91B
- Non-discretionary AUM
- $195.6M
- Discretionary accounts
- 17
- Non-discretionary accounts
- 5
- Total accounts
- 22
- AUM per client
- $124.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | Fewer than 5 | $36.9M |
| Pooled investment vehicles | 17 | $2.07B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — SERVICING FEES
- 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
- Yes
- Firm Custody Clients
- Yes
- 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.