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HERCULES ADVISER LLC

SAN MATEO, CA · CRD 310662 · IAPD ↗ · htgc.com · 650-289-3060

$1.56BRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
5Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2026 — HERCULES ADVISER LLC reported RAUM up 26% ($1.24B -> $1.56B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — HERCULES ADVISER LLC crossed $1B in regulatory AUM ($826.1M -> $1.08B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
33
March 2024 — HERCULES ADVISER LLC moved its main office from PALO ALTO, CA to SAN MATEO, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.