GEHRIG CAPITAL MANAGEMENT, INC.
Adviser information for GEHRIG CAPITAL MANAGEMENT, INC. last updated from Form ADV on January 23rd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Illinois, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 925 | $138.0M |
| Non-Discretionary | 0 | $0 |
| Total | 925 | $138.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 566 | $98.0M |
| HNW Individuals | 16 | $40.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
| Other Business Activities | Accountant or accounting firm |
Identifiers
| SEC RIA File Number | 801-120868 |
|---|---|
| SEC ERA File Number | 801-120868 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 123250 |
| Legal Entity Identifier | None |
Principal Office
8001 BROADWAYSUITE 200
MERRILLVILLE
IN
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 219-663-8005, Fax: 219-663-8094
Websites
Chief Compliance Officer
LOTHAR B. GEHRIG
PRESIDENT
8001 BROADWAY
SUITE 200
MERRILLVILLE
IN
United States
Tel:
219-663-8005
Fax:
219-663-8094
G************@************T
(Full email address available in API data)
Industry Affiliates
| GEHRIG & HOMBERG, P.C. | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GEHRIG, LOTHAR, B | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER | 12/2003 | > 75% |