Heard Capital LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated April 17, 2026, reports $2.4B in regulatory assets under management, 10 employees, 2 offices, and 12 accounts.
Assets Under Management
$2.4B
Employees
10
Offices
2 offices
Total Clients
7
Primary office
CHICAGO, IL
1 NORTH WACKER, SUITE 3650, CHICAGO, IL, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentGovernment represent 71.4% of total clients.
Top client categories% of clientsClients
1
Government
71.4%
5
2
Pooled Investment Vehicles
28.6%
2
Categories with <5 clients
Charitable Organizations<5 clients
Other investment advisers<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.4Bas of April 17, 2026
Discretionary100.0%
$2.4B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.4B
Total Accounts12
10Y AUM Change+$2.4B (+11391.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee1:1
10Y Employee Change+7 (+233.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.