GERCHEN CAPITAL MANAGEMENT, LLC
DBA: GERCHEN CAPITAL PARTNERS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $2.11B |
| Discretionary | $1.91B91% of AUM |
| Non-Discretionary | $195.6M |
| Client Accounts | 22 |
| Avg Account Size | $95.8M |
| Employees | 23 |
| Peak AUM | $2.11BMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.1B | +36.8% | +37.1% | — | |
| Discretionary AUM | $1.9B | ||||
Key Metrics
| Total AUM | $2.11B |
| Discretionary | $1.91B |
| Employees | 23 |
| Client Accounts | 22 |
Contact & Location
Address
150 N RIVERSIDE PLAZA
CHICAGO IL 60606
Phone
217-437-1300
Filing History
13 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.9B
90.7% of AUM
Non-Discretionary
$196M
9.3% of AUM
Disc. mix ▲ 0.8pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Law Firm