Disciplined wealth management
for enduring results.
Hercules Adviser LLC provides independent, research-driven portfolio management for individuals, families and institutions seeking long-term capital growth with controlled risk.
Hercules Adviser LLC
An independent investment manager dedicated to helping clients protect and grow their capital through disciplined, repeatable processes.
Who we serve
Based in San Mateo, California, Hercules Adviser LLC partners with clients who value thoughtful, long-term investment management and direct access to decision makers.
- High-net-worth individuals and families
- Entrepreneurs and business owners after liquidity events
- Trusts, endowments and foundations
- Corporate and professional executives
How we work
Every client relationship begins with a deep understanding of your goals, constraints and time horizon. From there, we design a tailored investment mandate and manage it with:
- Independent research and fundamental analysis
- Risk-aware portfolio construction and diversification
- Clear communication and transparent reporting
- Alignment of interests — your success is our priority
Research-driven and risk-aware
We believe that patient capital, disciplined processes and rigorous risk management are the foundations of sustainable investment outcomes.
Our approach combines bottom-up company analysis with top-down macro insights to construct portfolios that can navigate changing market conditions. We focus on quality businesses, resilient balance sheets and sensible valuations, while actively monitoring downside risk.
Understand your objectives, risk tolerance, liquidity needs, tax considerations and legacy plans.
Define a tailored investment policy, asset allocation ranges and risk parameters for your portfolio.
Build the portfolio using individual securities and investment vehicles aligned with the mandate.
Continuously review risk, performance and market conditions, rebalancing as needed and keeping you informed.
Investment management solutions
While we do not sell products on this website, the following mandates illustrate how we typically structure and manage portfolios for our clients.
Tailored investment portfolios that reflect your specific objectives, risk tolerance and time horizon. We handle day-to-day decision making, monitoring and rebalancing on your behalf.
Custom strategies for foundations, endowments and other institutional investors, aligned with governance requirements, spending policies and reporting standards.
Investment strategies tailored to entrepreneurs and executives following a major liquidity event, integrating risk management with income and legacy objectives.
Strength, clarity and accountability
Our name reflects our commitment to stand with clients through market cycles, providing strength in decision-making and clarity in communication.
We operate as an independent investment manager, allowing us to focus solely on your best interests without product-driven conflicts. You have direct access to the professionals managing your capital, not a call center.
Our processes, reporting and risk controls are designed to be understandable and actionable. We believe that informed clients make better long-term decisions, and we see education as a core part of the relationship.
All investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Any figures presented are illustrative only and do not represent actual or projected returns.
Connect with Hercules Adviser LLC
To learn more about our investment management services or to discuss your situation in detail, please contact us using the information below or submit a brief message.
Firm contact details
San Mateo, CA 94401
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