PPrivate Fund Data Log in Join · $37/mo

Goepper Burkhardt LLC

● SEC registered since 2003CRD 127896SEC# 801-62283Greenville, SC
Export (members)
Reg. AUM
$325.7M
Employees
5
Accounts
660
Location
Greenville, SC

Goepper Burkhardt LLC assets under management

Goepper Burkhardt LLC is an SEC-registered investment adviser based in Greenville, SC. The firm has been registered since 2003. It reports $325.7 million in regulatory assets under management and employs 5 people.

Goepper Burkhardt LLC owners & executives

2 reported
NameTitleOwnershipSince
John Bland Burkhardt ControlManaging Partner, Chief Compliance Officer50-75%2003
Robert Hunter Flink ControlPartner50-75%2024

Frequently asked questions

How much does Goepper Burkhardt LLC manage?

Goepper Burkhardt LLC reports $325.7 million in regulatory assets under management on its Form ADV.

How many employees does Goepper Burkhardt LLC have?

Goepper Burkhardt LLC reports 5 employees.

Where is Goepper Burkhardt LLC located?

Goepper Burkhardt LLC is based in Greenville, SC and has been SEC-registered since 2003.

Does Goepper Burkhardt LLC disclose fund performance?

Goepper Burkhardt LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address531 South Main Street, Suite 303, Greenville, SC 29601
Phone864-370-3244
Fax864-239-0760
Office hours9:00a.m. - 4:30p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1844142
Discloses disciplinary historyNo

Assets under management

Discretionary$323.3M
Non-discretionary$2.4M
Total (RAUM)$325.7M