Herbst is an investment advisor in Westport with $168.83 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
851690812
SEC advisor number
801-118872
FINRA CRD number
309319
AUM ?
$168.83 mm
(as of 30 Jun 23)
Accounts
261
(as of 30 Jun 23)
Employees
3
(2 investment advisory or research)
Office hours
Monday - Friday, BY APPOINTMENT ONLY
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Calzone, Susan, Friedlander | Member | 04/2021 | 5-10% |
Herbst, Brian, Gabbe | Chief Executive Officer and Co-chief Investment Officer | 06/2020 | 50-75% |
Capelin, Donald, Davis | Co-chief Investment Officer and Managing Director | 06/2020 | 5-10% |
Perez, Hannah, Ann | Chief Operations Officer and Chief Compliance Officer | 07/2020 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Apr 24
13F-HR
Quarterly holdings report by institutional manager
12 Jan 24
13F-HR
Quarterly holdings report by institutional manager
16 Oct 23
13F-HR
Quarterly holdings report by institutional manager
12 Jul 23
13F-HR
Quarterly holdings report by institutional manager
28 Apr 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22