{ "crd_number": 157389, "slug": "hrtg-gpe-llc-wilson-wy-157389", "primary_business_name": "HRTG GPE, LLC", "legal_name": "HRTG GPE, LLC", "dbas": [], "city": "Wilson", "state": "WY", "country": "United States", "cbsa_code": "27220", "metro": null, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2012-03-30", "years_registered": 14, "period": "2026-10-01", "filing_date": "2026-06-10", "carried_forward": false, "raum_total": 27095397281.0, "raum_discretionary": 27095397281.0, "raum_non_discretionary": 0.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 26, "advisory_employees": 8, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 27095397281.0, "count": 22 } }, "compensation_types": [ "other", "percentage_of_aum" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA", "WY" ], "websites": [ "https://hrtg.com", "https://linkedin.com/company/hrtgpartners" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/157389", "city_as_filed": "WILSON", "url": "https://advisorcensus.com/firm/hrtg-gpe-llc-wilson-wy-157389", "display_name": "HRTG GPE, LLC", "summary": "HRTG GPE, LLC is an SEC-registered investment advisory firm in Wilson, WY, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated June 10, 2026.", "citation": "AdvisorCensus. HRTG GPE, LLC (CRD 157389): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Other" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is HRTG GPE, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), HRTG GPE, LLC reports these compensation arrangements: a percentage of assets under its management; other." }, { "q": "Where is HRTG GPE, LLC located?", "a": "HRTG GPE, LLC's principal office is in Wilson, WY, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is HRTG GPE, LLC registered with the SEC or a state?", "a": "HRTG GPE, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 157389." }, { "q": "How much does HRTG GPE, LLC manage?", "a": "HRTG GPE, LLC reports $27,095,397,281 in regulatory assets under management in its Form ADV filing dated June 10, 2026 (100% discretionary)." }, { "q": "How have HRTG GPE, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for HRTG GPE, LLC: Regulatory assets under management: $14,119,691,107 in the October 2021 data and $27,095,397,281 in the October 2026 data, up 92%. Total employees: 17 in October 2021 and 26 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does HRTG GPE, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (22)." }, { "q": "Does HRTG GPE, LLC report any disciplinary disclosures?", "a": "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/157389" }, { "q": "What changed in HRTG GPE, LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 7 to 8. Regulatory assets under management went from $20,622,359,176 to $27,095,397,281 (+31%). Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 14119691107.0, "total_employees": 17, "filing_date": "2021-08-31" }, { "period": "2022-10-01", "regulatory_assets_under_management": 16439428451.0, "total_employees": 22, "filing_date": "2022-04-18" }, { "period": "2023-10-01", "regulatory_assets_under_management": 16413926158.0, "total_employees": 25, "filing_date": "2023-07-03" }, { "period": "2024-10-01", "regulatory_assets_under_management": 18432519674.0, "total_employees": 25, "filing_date": "2024-07-03" }, { "period": "2025-10-01", "regulatory_assets_under_management": 20622359176.0, "total_employees": 23, "filing_date": "2025-06-27" }, { "period": "2026-10-01", "regulatory_assets_under_management": 27095397281.0, "total_employees": 26, "filing_date": "2026-06-10" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 7 to 8.", "Regulatory assets under management went from $20,622,359,176 to $27,095,397,281 (+31%).", "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-02-01", "period_label": "February 2026", "notes": [ "Changed its legal name from SCHF (GPE), LLC to HRTG GPE, LLC.", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/hrtg-gpe-llc-wilson-wy-157389.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 22, "fewer_than_5": false, "raum": 27095397281.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/157389", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }