# HRTG GPE, LLC

> 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.

- CRD: 157389
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wilson, WY
- Filing period: October 2026
- Form ADV filing dated: June 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/157389
- AdvisorCensus page: https://advisorcensus.com/firm/hrtg-gpe-llc-wilson-wy-157389

## Quick answers

**How is HRTG GPE, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), HRTG GPE, LLC reports these compensation arrangements: a percentage of assets under its management; other.

**Where is HRTG GPE, LLC located?**
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).

**Is HRTG GPE, LLC registered with the SEC or a state?**
HRTG GPE, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 157389.

**How much does HRTG GPE, LLC manage?**
HRTG GPE, LLC reports $27,095,397,281 in regulatory assets under management in its Form ADV filing dated June 10, 2026 (100% discretionary).

**How have HRTG GPE, LLC's assets and staff changed since 2021?**
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.

**What types of clients does HRTG GPE, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (22).

**Does HRTG GPE, LLC 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/157389

**What changed in HRTG GPE, LLC's recent Form ADV filings?**
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).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $27,095,397,281
- Discretionary: $27,095,397,281
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 22 | $27,095,397,281 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 26 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Menlo Park, CA

### Websites listed on Form ADV (Item 1.I)
- hrtg.com
- LinkedIn @hrtgpartners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $14,119,691,107 | 17 | August 31, 2021 |
| October 2022 | $16,439,428,451 | 22 | April 18, 2022 |
| October 2023 | $16,413,926,158 | 25 | July 3, 2023 |
| October 2024 | $18,432,519,674 | 25 | July 3, 2024 |
| October 2025 | $20,622,359,176 | 23 | June 27, 2025 |
| October 2026 | $27,095,397,281 | 26 | June 10, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

### February 2026
- Changed its legal name from SCHF (GPE), LLC to HRTG GPE, LLC.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. HRTG GPE, LLC (CRD 157389): Form ADV filing data as of October 2026.