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GERCHEN CAPITAL PARTNERS

CHICAGO, IL · CRD 316524 · IAPD ↗ · gerchen.com · 217-437-1300

$2.11BRegulatory AUM
22Advisory reps
23Employees
0Clients
n/aPlanning clients
17Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
April 2026 — GERCHEN CAPITAL PARTNERS notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2026 — GERCHEN CAPITAL PARTNERS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
52
April 2026 — GERCHEN CAPITAL PARTNERS reported RAUM up 37% ($1.54B -> $2.11B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2026 — GERCHEN CAPITAL PARTNERS grew from 16 to 22 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
April 2025 — GERCHEN CAPITAL PARTNERS reported RAUM up 41% ($1.09B -> $1.54B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — GERCHEN CAPITAL PARTNERS crossed $1B in regulatory AUM ($817.4M -> $1.09B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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