No longer SEC-registered. C.l. Sheldon & Company, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$110.7M
Employees
10
Accounts
138
Location
—
C.l. Sheldon & Company, LLC assets under management
C.l. Sheldon & Company, LLC operates as an SEC-registered investment adviser. It reports $110.7 million in regulatory assets under management and employs 10 people.
Managing Member / President / Chief Compliance Officer
Over 75%
2009
Frequently asked questions
How much does C.l. Sheldon & Company, LLC manage?
C.l. Sheldon & Company, LLC reports $110.7 million in regulatory assets under management on its Form ADV.
How many employees does C.l. Sheldon & Company, LLC have?
C.l. Sheldon & Company, LLC reports 10 employees.
Does C.l. Sheldon & Company, LLC disclose fund performance?
C.l. Sheldon & Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.