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| The Herbst Group LLC
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|---|---|
| CRD # | 309319 |
| SEC # | 801-118872 |
| CIK # | 0001909319 |
| AUM | 204.8 M (2026-06-24) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 212-488-1701 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 6.7 | ||
| GE Vernova Inc | 5.9 | ||
| General Electric Co | 5.9 | ||
| Lilly Eli & Co | 5.2 | ||
| United Technologies Corp /DE/ | 5.2 | ||
| Apple Inc | 5.0 | ||
| Palo Alto Networks Inc | 5.0 | ||
| Amazon Com Inc | 5.0 | ||
| Corning Inc /NY | 4.5 | ||
| Microsoft Corp | 4.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 144 | 30.1 |
| (b) Individuals (high net worth individuals) | 46 | 165.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.5 |
| (h) Charitable organizations | 0 | 6.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 294 | 204.8 |
| By Discretionary | ||
| Discretionary | 294 | 204.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 294 | 204.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 204.6 | |
| Total | 294 | 204.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001909319] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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