HERCULES ADVISER LLC

RIASEC RegisteredEst. 2021
Total AUM
$1.6B
Discretionary
$795M
51% of AUM
Avg account
$312M
Accounts
5
Employees
3
Advisory reps
3

Firm details

Headquarters
SAN MATEO, California
CRD number
310662
Registered since
March 15, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Hercules Adviser LLC is an SEC-registered hedge fund adviser that primarily manages pooled investment vehicles for institutional clients. The firm serves as sponsor, general partner and managing member on its funds, running both management-fee and performance-fee structures typical of hedge fund operations. Investment activity centers on hedge fund strategies while the firm also sources and allocates to a range of alternative asset classes. Hercules Adviser is not positioned as an ESG-focused investor and its business model emphasizes active portfolio management for pooled vehicles rather than individual retail advisory programs.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • BLUESTEIN SCOTT

    Chief Executive Officer​ and Chief Investment OfficerCRD 6271867

  • SETH MEYER

    CFOCRD 2787782

  • Kiersten Botelho

    Chief Legal Officer & Chief Compliance OfficerCRD 7719160

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN MATEO, CA

SAN MATEO

Location

SAN MATEO, CA

Headquartered in SAN MATEO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
1 N B St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth