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The Herbst Group, LLC

● SEC registered since 2020CRD 309319SEC# 801-118872
Export (members)
Reg. AUM
$207M
Employees
6
Accounts
297
Location

The Herbst Group, LLC assets under management

The Herbst Group, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2020. It reports $207 million in regulatory assets under management and employs 6 people.

The Herbst Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Brian Gabbe Herbst ControlChief Executive Officer And Co-Chief Investment Officer50-75%2020
Gabrielle Ann MagdziarzChief Compliance OfficerUnder 5%2025

Frequently asked questions

How much does The Herbst Group, LLC manage?

The Herbst Group, LLC reports $207 million in regulatory assets under management on its Form ADV.

How many employees does The Herbst Group, LLC have?

The Herbst Group, LLC reports 6 employees.

Does The Herbst Group, LLC disclose fund performance?

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

Contact & registration

Phone(212) 488-1701
Fax(212) 488-1701
Office hoursBy Appointment Only
SEC regionBoston Regional Office (BRO)
CIK1909319
Discloses disciplinary historyNo

Assets under management

Discretionary$207M
Non-discretionary$0
Total (RAUM)$207M