THE HERBST GROUP, LLC is an SEC-registered investment adviser (CRD 309319). Regulatory assets under management: $204.8M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| 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 | — |