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Gerchen Keller Capital, LLC (Chicago)


Gerchen Keller Capital, LLC is a large advisory firm based in Chicago. It manages $1.28 billion of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Illinois.

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Gerchen Keller Capital provides portfolio management for pooled investment vehicles and consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gerchen Keller Capital: assets under management

The assets under management (AUM) of Gerchen Keller Capital, LLC is $1.28 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 316% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.28 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $183.03 million each.
Gerchen Keller Capital has custody of $53.65 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gerchen Keller Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 10 indirect owners.

Name Entity Date acquired Ownership Employer ID
Invesco Uk Limited Shareholder 1 Jul 1995 75% - 100% foreign entity
Invesco Limited Shareholder 1 Feb 1997 75% - 100% foreign entity
Invesco Asset Management Ltd. Shareholder 1 Oct 2009 25% - 50% 109985
Burford Capital Limited Shareholder 1 Feb 2012 75% - 100% foreign entity
Llc Gerchen Litfin Member 1 Apr 2013 25% - 50% 46-2093232
Llc Keller Litfin Member 1 Apr 2013 25% - 50% 46-2093388
Llc Lenkner Litfin Member 1 Oct 2013 25% - 50% 46-4794463
Travis D. Lenkner Managing member 1 Oct 2013 75% - 100% 6300388
Burford Capital Holdings (Uk) Limited Manager / member 1 Nov 2013 75% - 100% foreign entity
Burford Capital Llc Manager / member 1 Dec 2016 75% - 100% 90-0526669

Based in Chicago

The principal office where Gerchen Keller Capital, LLC performs its advisory services is located at 353 N. Clark St., Chicago, IL 60654, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-757-6070. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at gerchenkeller.com.


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