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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 17 | 23 | increased by6 |
| Apr 1, 2026 | Clients | 15 | 17 | increased by2 |
| Apr 1, 2026 | AUM | $1,541,315,462 | $2,107,964,875 | increased by$566,649,413 |
| Apr 1, 2026 | Accounts | 18 | 22 | increased by4 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $1,540,576,117 | $1,541,315,462 | increased by$739,345 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 17 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 4 | 15 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $773,647,960 | $1,540,576,117 | increased by$766,928,157 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4 | 18 | increased by14 |
| Mar 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| Mar 1, 2022 | Employees | 2 | 8 | increased by6 |
| Mar 1, 2022 | Custody | No | Yes | |
| Mar 1, 2022 | Clients | 0 | 4 | increased by4 |
| Mar 1, 2022 | AUM | $0 | $773,647,960 | increased by$773,647,960 |
| Mar 1, 2022 | Accounts | 0 | 4 | increased by4 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GERCHEN CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GERCHEN CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.