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Hrtg Gpe, LLC

● SEC registered since 2012CRD 157389SEC# 801-73343Wilson, WY
Export (members)
Ranks #451 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$27.1B
Fund GAV
$53.35B
Private funds
22
Employees
26
Accounts
22
Location
Wilson, WY

Hrtg Gpe, LLC assets under management

Hrtg Gpe, LLC is an investment advisory firm registered with the SEC based in Wilson, WY. The firm has been registered since 2012. It reports $27.1 billion in regulatory assets under management and employs 26 people. Hrtg Gpe, LLC manages 22 private funds with combined gross assets of $53.4 billion, including Hrtg Pv, L.P. By regulatory assets, it ranks 451 of 6,004 private fund managers.

Hrtg Gpe, LLC private funds

22 funds · $53.35B GAV
FundTypeGross assetsMin.
Hrtg Pv, L.P.Other Private$22.2B
Hrtg US, L.P.Other Private$16.81B
Hrtg Ev, L.P.Other Private$3.94B
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Hrtg Gpe, LLC owners & executives

25 reported
NameTitleOwnershipSince
Alsace Oneida, LLCWithdrawn Member Of Hrtg Gpe, Llc10-25%2020
Bruce Allen KarshDirector Of Hrtg Gpe, LlcUnder 5%2011
Connie Sek Lum Wu ControlChief Financial OfficerUnder 5%2022
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Frequently asked questions

How much does Hrtg Gpe, LLC manage?

Hrtg Gpe, LLC reports $27.1 billion in regulatory assets under management on its Form ADV.

How many private funds does Hrtg Gpe, LLC manage?

Hrtg Gpe, LLC manages 22 private funds with combined gross assets of $53.4 billion.

How many employees does Hrtg Gpe, LLC have?

Hrtg Gpe, LLC reports 26 employees.

Where is Hrtg Gpe, LLC located?

Hrtg Gpe, LLC is based in Wilson, WY and has been SEC-registered since 2012.

Does Hrtg Gpe, LLC disclose fund performance?

Hrtg Gpe, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5237 Hhr Ranch Road, Suite 2, Wilson, WY 83014-9220
Phone650-397-9070
Fax650-397-9468
Office hours8a.m. - 5p.m.
SEC regionDenver Regional Office (DRO)
CIK1537455
Umbrella registrationYes
Discloses disciplinary historyNo

Regulatory AUM

$27.1B▲ 47%
Jan '25 — $18.43BFeb '25 — $18.43BMar '25 — $20.62BApr '25 — $20.62BMay '25 — $20.62BJun '25 — $20.62BJul '25 — $20.62BAug '25 — $20.62BSep '25 — $20.62BOct '25 — $20.62BNov '25 — $20.62BDec '25 — $20.62BJan '26 — $20.62BFeb '26 — $20.62BMar '26 — $27.1BApr '26 — $27.1BMay '26 — $27.1BJun '26 — $27.1B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 4%
Larger than 96% of 16,271 advisers
AUM vs fund managersTop 7%
Larger than 93% of 6,004 private-fund managers
Number of fundsTop 11%
More funds than 89% of fund managers
EmployeesTop 20%
More than 80% of 16,825 advisers

Assets under management

$27.1Bregulatory AUM
Discretionary $27.1B

Fund type mix

Other Private17
Private Equity5

Service providers