RIA Intel›Advisers›Illinois›GERCHEN CAPITAL MANAGEMENT, LLC

GERCHEN CAPITAL MANAGEMENT, LLC

Advisory

N·CHICAGO, IL

Data as of Jul 2, 2026 · Source: SEC Form ADV

Total AUM

$2.1B

1-Year AUM Growth

+33.5%

3-Year CAGR

+10.3%

Employees

22

Assets Under Management

Total AUM$2.1B

Discretionary AUM$1.9B

Non-Discretionary AUM$196M

Discretionary %90.7%

Total Clients15

Team

Total Employees22

Investment Advisers23

Employee Growth (1Y)+7.7%

Filing History

Total Filings on Record9

First FilingSep 20, 2021

Latest FilingJul 2, 2026

🔒 Full AUM trend chart and 9 historical filings spanning 5+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on GERCHEN CAPITAL MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.