# HRTG GPE, LLC

HRTG GPE, LLC of WILSON, WY is an SEC-registered investment adviser.

## Registration

- CRD: 157389
- Type: SEC-registered investment adviser
- SEC file number: 801-73343
- Location: 5237 HHR RANCH ROAD, SUITE 2, WILSON, WY, 83014-9220
- Phone: 650-397-9070
- Latest filing: 2026-06-10
- Regulatory AUM: $27.1B
- Discretionary AUM: $27.1B
- Clients: 26
- Accounts: 22

## Business model

- Compensation: % of AUM, Other
- Clients served: Investment cos

## Officers, owners & control persons (48)

_Showing 25 of 48 people._

| Name | Role | Location |
| --- | --- | --- |
| Keith Johnson | CHIEF EXECUTIVE OFFICER, MANAGING MEMBER OF HRTG GPE, LLC AND MANAGER AND MEMBER OF MONTAGUE ISLAND LLC | Wilson, WY |
| Kevin Kelly | CHIEF INVESTMENT OFFICER AND MANAGING MEMBER OF HRTG GPE, LLC | Menlo Park, CA |
| Michael Jonathan Moritz | DIRECTOR OF HRTG GPE, LLC; DIRECTOR OF SCHF (GPE), LLC | — |
| Douglas Mauro Leone | DIRECTOR OF HRTG GPE, LLC; DIRECTOR OF SCHF (GPE), LLC | — |
| Bruce Allen Karsh | DIRECTOR OF HRTG GPE, LLC; DIRECTOR OF SCHF (GPE), LLC | — |
| Kevin Thomas Slemp | TRUSTEE OF WEST EIGHTH STREET; TRUSTEE OF WEST EIGHTH STREET TRUST; WITHDRAWN MEMBER OF HRTG GPE, LLC (+1 more) | — |
| Michelle Jodi Wachs | MANAGER OF ALSACE ONEIDA, LLC; TRUSTEE OF THE MICHELLE J. WACHS 2020 IRREVOCABLE TRUST | — |
| Irwin Robert Gross | MANAGER OF ALSACE ONEIDA, LLC; TRUSTEE OF THE IRWIN R. GROSS 2020 IRREVOCABLE TRUST | — |
| Betsy Andrews Johnson | TRUSTEE | — |
| John Brochan Collison | DIRECTOR OF HRTG GPE, LLC; DIRECTOR OF SCHF (GPE), LLC | — |
| Mark Stephen Oei | WITHDRAWN MEMBER OF HRTG GPE, LLC; WITHDRAWN MEMBER OF SCHF (GPE), LLC | — |
| Connie Sek Lum Wu | CHIEF FINANCIAL OFFICER | — |
| Gerald Albert Beeson | DIRECTOR OF HRTG GPE, LLC; DIRECTOR OF SCHF (GPE), LLC | — |
| Federsin D Dinsay | CHIEF OPERATING OFFICER | — |
| William Alex Mcgee | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, DIRECTOR, LEGAL | Menlo Park, CA |
| John Patrick Zito | DIRECTOR OF HRTG GPE, LLC | — |
| Kevin Anthony Kelly | CHIEF INVESTMENT OFFICER AND MANAGING MEMBER OF SCHF (GPE), LLC | — |
| Keith Bryon Johnson | CHIEF EXECUTIVE OFFICER, MANAGING MEMBER OF SCHF (GPE), LLC AND MANAGER AND MEMBER OF MONTAGUE ISLAND LLC | — |
| Nicholas John Azrack | DIRECTOR OF SCHF (GPE), LLC | — |
| Kevin Zhaokun Jiang | DIRECTOR, LEGAL | — |
| KARSH BRUCE ALLEN | DIRECTOR OF SCHF (GPE), LLC | — |
| KELLY MICHAEL ANTHONY | CHIEF INVESTMENT OFFICER AND MANAGING MEMBER OF SCHF (GPE), LLC; CHIEF INVESTMENT OFFICER AND MANAGING MEMBER OFSCHF (GPE), LLC; INVESTMENT DIRECTOR AND SPECIAL NON-MANAGING MEMBER OF SCHF (GPE), LLC (+3 more) | — |
| GROSS LAWRENCE ROBERT | C C O AND LIMITED PARTNER OF SCHF MANAGEMENT, L.P.; C C O AND MANAGING DIRECTOR OF SCHF MANAGEMENT, L.P.; C C O, COO AND PRINCIPAL LIMITED PARTNER OF SCHF MANAGEMENT, L.P. (+10 more) | — |
| BEESON GERALD ALBERT | DIRECTOR OF SCHF (GPE), LLC | — |
| SUNDHEIM DANIEL SAUL | DIRECTOR OF SCHF (GPE), LLC | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/157389/brochure
- Similar advisers: https://search.stillhousedata.com/firm/157389/similar
- Related entities: https://search.stillhousedata.com/firm/157389/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/157389

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.