Hercules Adviser LLC
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Learn more about Hercules Adviser LLC
Overview
Hercules Adviser LLC is an advisory firm that has its headquarters in Palo Alto, California. The company administers $826.1 million in assets under management across two client accounts, placing it among the larger financial advisory firms in the country by assets under management (AUM). It has a small group, including 2 financial advisors. Hercules Adviser LLC is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable fiscal investments such as options, equities and bonds.
Hercules Adviser LLC manages some of the firm's accounts in a discretionary manner. Discretionary management signifies that a portfolio manager makes transaction choices for the client's account without needing to seek client consent. The company also has one non-discretionary accounts totaling $490.4 million in AUM. The firm's average account size is $413.0 million. The average financial advisor at Hercules Adviser LLC oversees about one client account, placing it among the most personalized advisor firms in the country.
The company's main office is located at 400 Hamilton Avenue, Palo Alto, California 94301. The company is allowed to provide services to customers across a number of states, including California, Maryland and Massachusetts.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Hercules Adviser LLC by the Numbers
$826.1 million
3
2
$413.0 million
Fee Structure
Fees for financial advice usually vary depending on which service is provided. Fees charged by Hercules Adviser LLC likely consist of any combination of the following fee types: asset-based or performance-based. Hercules Adviser LLC does not participate in a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with pooled investment vehicles. Out of its two clients, Hercules Adviser LLC's largest client type by number of accounts is pooled investment vehicles. None of the company's customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Hercules Adviser LLC does not have any disclosures.
Please visit its Form ADV for more details.
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