Herr Investment is a fund manager in Austin with $513.67 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
Industry
SEC CIK
IRS number
863320355
SEC advisor number
801-123100
FINRA CRD number
315227
AUM ?
$513.67 mm
(as of 28 Oct 22)
Accounts
115
(as of 28 Oct 22)
Employees
4
(4 investment advisory or research)
Office hours
Monday - Friday, BY APPOINTMENT
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Herr, Daniel, David | Managing Member | 04/2021 | > 75% |
Kornick, Cary, Scott | Managing Director | 12/2021 | < 5% |
Okkerse, Matthew, Alan | Chief Compliance Officer & Chief Financial Officer | 04/2022 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Herr Investment Group LLC | $513.67 mm | |
Pointillist Global Macro Series of Pointillist Partners LLC | $110.18 mm | Hedge Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
SC 13G
LINCOLN EDUCATIONAL SERVICES CORP
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
8 Feb 23