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Building 2HEARD CAPITAL LLC

Map pinCHICAGO, IL
Phone312-786-5212
NotebookSEC #801-113679
Total AUM
$50.6M
Employees
3
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 NORTH WACKER
SUITE 3650
CHICAGO
IL 60606
United States
Operating Hours
9:00AM - 5:00 PM
Monday - Friday
Phone
312-786-5212

ReceiptFinancials

Total AUM
$50.6M
Accounts
7
Discretionary
$50.6M
Accounts
7
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
3
AUM
$4.4M
Pooled Vehicle Clients
1
AUM
$17.6M
Charitable Organization Clients
2
AUM
$8.6M
Investment Advisor Clients
1
AUM
$20M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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