# Gerchen Capital Partners

> Gerchen Capital Partners is an SEC-registered investment advisory firm in Chicago, IL, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 2, 2026.

- CRD: 316524
- Filed as: GERCHEN CAPITAL PARTNERS
- Legal name: Gerchen Capital Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: July 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/316524
- AdvisorCensus page: https://advisorcensus.com/firm/gerchen-capital-partners-chicago-il-316524

## Quick answers

**How is Gerchen Capital Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Gerchen Capital Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Gerchen Capital Partners located?**
Gerchen Capital Partners' principal office is in Chicago, IL, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Gerchen Capital Partners registered with the SEC or a state?**
Gerchen Capital Partners is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 316524.

**How much does Gerchen Capital Partners manage?**
Gerchen Capital Partners reports $2,107,964,875 in regulatory assets under management in its Form ADV filing dated July 2, 2026 (91% discretionary).

**How have Gerchen Capital Partners' assets and staff changed since 2022?**
In the Form ADV data for Gerchen Capital Partners: Regulatory assets under management: $773,647,960 in the October 2022 data and $2,107,964,875 in the October 2026 data, up 172%. Total employees: 8 in October 2022 and 23 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Gerchen Capital Partners serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (17).

**Does Gerchen Capital Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/316524

**What changed in Gerchen Capital Partners' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 16 to 22. Regulatory assets under management went from $1,541,315,462 to $2,107,964,875 (+37%). Added an office in Miami, FL. Registered or notice-filed in FL.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $2,107,964,875
- Discretionary: $1,912,405,761
- Non-discretionary: $195,559,114

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 17 | $2,071,031,993 |
| Other investment advisers | Fewer than 5 | $36,932,882 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2021 (4 years)
- Employees: 23 total, 22 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Miami, FL

### Websites listed on Form ADV (Item 1.I)
- gerchen.com
- LinkedIn @gerchen-capital-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $773,647,960 | 8 | April 22, 2022 |
| October 2023 | $817,415,672 | 13 | May 16, 2023 |
| October 2024 | $1,091,009,494 | 14 | May 28, 2024 |
| October 2025 | $1,541,315,462 | 17 | July 1, 2025 |
| October 2026 | $2,107,964,875 | 23 | July 2, 2026 |

Regulatory assets under management: $773,647,960 in the October 2022 data and $2,107,964,875 in the October 2026 data, up 172%.
Total employees: 8 in October 2022 and 23 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 16 to 22.
- Regulatory assets under management went from $1,541,315,462 to $2,107,964,875 (+37%).
- Added an office in Miami, FL.
- Registered or notice-filed in FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gerchen Capital Partners (CRD 316524): Form ADV filing data as of October 2026.