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Carl P. Sherr & Co., LLC

● SEC registered since 2006CRD 3394SEC# 801-66673Worcester, MA
Export (members)
Reg. AUM
$450.5M
Employees
5
Accounts
808
Location
Worcester, MA

Carl P. Sherr & Co., LLC assets under management

Carl P. Sherr & Co., LLC operates as an SEC-registered investment adviser based in Worcester, MA. The firm has been registered since 2006. It reports $450.5 million in regulatory assets under management and employs 5 people.
www.linkedin.com/company/carlpsherrView on SEC.gov ↗

Carl P. Sherr & Co., LLC owners & executives

2 reported
NameTitleOwnershipSince
Edward Laurence Sherr ControlMember/President/Chief Compliance Officer50-75%2001
Gary Hyman Sherr ControlMember/Chief Executive Officer50-75%2001

Frequently asked questions

How much does Carl P. Sherr & Co., LLC manage?

Carl P. Sherr & Co., LLC reports $450.5 million in regulatory assets under management on its Form ADV.

How many employees does Carl P. Sherr & Co., LLC have?

Carl P. Sherr & Co., LLC reports 5 employees.

Where is Carl P. Sherr & Co., LLC located?

Carl P. Sherr & Co., LLC is based in Worcester, MA and has been SEC-registered since 2006.

Does Carl P. Sherr & Co., LLC disclose fund performance?

Carl P. Sherr & Co., LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address446 Main Street, Worcester, MA 01608
Phone508-791-7126
Office hours8:00 a.m. - 4:30 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$434.7M
Non-discretionary$15.8M
Total (RAUM)$450.5M