Hrtg Gpe, LLC

Fee-Only (% of Portfolio)

HRTG GPE, LLC manages investment funds, primarily limited partnerships, investing across various asset classes like public and private equity, real estate, and credit. HRTG collaborates with business partners and may invest in operating companies, co-investments, or private investment funds. HRTG delegates day-to-day operations to HRTG Management but retains investment decision authority.

Assets Under Management$21B
Clients19
AdvisorsN/A
Avg. per Client$1.1B
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

HRTG GPE, LLC does not provide investment advice directly to individual investors. It manages investment funds, and investors in those funds pay advisory fees based on a percentage of their capital account balances. The exact fees and how they're calculated are detailed in the fund's governing documents and may vary among investors. The firm may also charge carried interest on certain investment vehicles.

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