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Hendershot Investments, Inc.

● SEC registered since 2004CRD 115472SEC# 801-62918
Export (members)
Reg. AUM
$1.07B
Employees
6
Accounts
1,237
Location

Hendershot Investments, Inc. assets under management

Hendershot Investments, Inc. is an SEC-registered investment adviser. The firm has been registered since 2004. It reports $1.1 billion in regulatory assets under management and employs 6 people.

Hendershot Investments, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Charles Leroy Hendershot ControlExecutive Vice President/Treasurer/Chief Compliance Officer25-50%1994
Giselle Maureen NotarianniDirectorUnder 5%2015
Ingrid Reardon Hendershot ControlPresident/Chief Executive Officer50-75%1994
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Frequently asked questions

How much does Hendershot Investments, Inc. manage?

Hendershot Investments, Inc. reports $1.1 billion in regulatory assets under management on its Form ADV.

How many employees does Hendershot Investments, Inc. have?

Hendershot Investments, Inc. reports 6 employees.

Does Hendershot Investments, Inc. disclose fund performance?

Hendershot Investments, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone703-361-6130
Fax703-817-0737
Office hours9:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1541496
Discloses disciplinary historyNo

Regulatory AUM

$1.07B▲ 9%
Mar '25 — $984.7MApr '25 — $984.7MMay '25 — $984.7MJun '25 — $984.7MJul '25 — $984.7MAug '25 — $984.7MSep '25 — $984.7MOct '25 — $984.7MNov '25 — $984.7MDec '25 — $984.7MJan '26 — $984.7MFeb '26 — $984.7MMar '26 — $1.07BApr '26 — $1.07BMay '26 — $1.07BJun '26 — $1.07B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$1.07Bregulatory AUM
Discretionary $1.07B