# THE HERBST GROUP, LLC

THE HERBST GROUP, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 309319
- Type: SEC-registered investment adviser
- SEC file number: 801-118872
- Phone: (212) 488-1701
- Latest filing: 2026-06-24
- Regulatory AUM: $204.8M
- Discretionary AUM: $204.8M
- Clients: 7
- Accounts: 294

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Brian Gabbe Herbst | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER; CHIEF EXECUTIVE OFFICER AND CO-CHIEF INVESTMENT OFFICER | — |
| Gabrielle Ann Magdziarz | CHIEF COMPLIANCE OFFICER | — |
| Hannah Ann Perez | CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Donald Davis Capelin | CO-CHIEF INVESTMENT OFFICER AND MANAGING DIRECTOR | — |
| STUVLAND CRAIG PATRICK | MANAGING MEMBER, PRESIDENT, CEO | — |
| BEATTY DAVID LEE | MANAGING MEMBER/OWNER | — |
| DILWORTH JAMES KENDALL | MANAGING MEMBER/OWNER | — |
| SIZEMORE STACY LEIGH | CHIEF COMPLIANCE OFFICER | — |
| HERBST BRIAN GABBE | CHIEF EXECUTIVE OFFICER AND CO-CHIEF INVESTMENT OFFICER; CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER; CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER/ CHIEF COMPLIANCE OFFICER (+1 more) | — |
| CAPELIN DONALD DAVIS | CO-CHIEF INVESTMENT OFFICER AND MANAGING DIRECTOR; CO-CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER; MEMBER | — |
| PERONI MICHAEL ANTHONY | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER; CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | — |
| Perez Hannah Ann | CHIEF ADMINISTRATIVE OFFICER; CHIEF ADMINISTRATIVE OFFICER AND CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, CHIEF ADMINISTRATIVE OFFICER, AND HEAD OF MARKETING (+1 more) | — |
| Meyers James Kirk | VICE PRESIDENT OF INVESTMENTS AND CHIEF COMPLIANCE OFFICER | — |
| CALZONE SUSAN FRIEDLANDER | MEMBER; PRESIDENT AND CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/309319/brochure
- Similar advisers: https://search.stillhousedata.com/firm/309319/similar
- Related entities: https://search.stillhousedata.com/firm/309319/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/309319

---

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.