Investment adviser · CRD 113538
HERNDON CAPITAL MANAGEMENT, LLC
Investment adviser filing (IA)
ATLANTA, GA, United States · Form ADV filed Nov 16, 2017
- Regulatory AUM
- $1.09B Form ADV · Item 5.F
- Client accounts
- 305 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Government entities | 9 | $528,186,910 | 48.5% |
| Other investment advisers | 276 | $521,086,015 | 47.8% |
| Insurance companies | 11 | $24,345,624 | 2.2% |
| Retirement plans | Fewer than 5 | $8,674,758 | 0.8% |
| Other clients | Fewer than 5 | $6,936,190 | 0.6% |
| Individuals | Fewer than 5 | $85,575 | 0.0% |
| High-net-worth individuals | Fewer than 5 | $36,926 | 0.0% |
Filing source
Form ADV 1152023 · Nov 16, 2017 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Nov 16, 2017. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
191 PEACHTREE STREET, NE, SUITE 2500ATLANTA, GA, 30303, United States
CRD 113538
Filing source
Form ADV 1152023 · Nov 16, 2017 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.