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HERR CAPITAL MANAGEMENT LLC
CRD 122965
10231 S. WESTERN AVENUE, SUITE 1A, CHICAGO, IL, 60643, United States
Phone
312-697-1600
Fax
312-697-1601
Registration
— (—)
Source
State registered
Total AUM
$79.3M
Discretionary AUM
$66.6M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminarsCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 76 | $21.2M |
| High net worth individuals | 36 | $51.3M |
| Pension/profit sharing plans | 5 | $6.8M |
All web addresses on file
Official SEC filing: View on IAPD