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Newman Dignan & Sheerar, Inc

● SEC registered since 1992CRD 107565SEC# 801-41412Providence, RI
Export (members)
Reg. AUM
$669.2M
Employees
8
Accounts
1,081
Location
Providence, RI

Newman Dignan & Sheerar, Inc assets under management

Newman Dignan & Sheerar, Inc is an investment advisory firm registered with the SEC based in Providence, RI. The firm has been registered since 1992. It reports $669.2 million in regulatory assets under management and employs 8 people.
www.newmandignan.comView on SEC.gov ↗

Newman Dignan & Sheerar, Inc owners & executives

3 reported
NameTitleOwnershipSince
John Paul Sheerar ControlVice President And Principal25-50%1997
Richard Edward Cavanagh ControlChief Compliance OfficerUnder 5%2023
William Newman ControlPresident And Principal50-75%1992

Frequently asked questions

How much does Newman Dignan & Sheerar, Inc manage?

Newman Dignan & Sheerar, Inc reports $669.2 million in regulatory assets under management on its Form ADV.

How many employees does Newman Dignan & Sheerar, Inc have?

Newman Dignan & Sheerar, Inc reports 8 employees.

Where is Newman Dignan & Sheerar, Inc located?

Newman Dignan & Sheerar, Inc is based in Providence, RI and has been SEC-registered since 1992.

Does Newman Dignan & Sheerar, Inc disclose fund performance?

Newman Dignan & Sheerar, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address260 West Exchange Street, Suite 302, Providence, RI 02903
Phone401-351-4010
Fax401-351-4011
Office hours8:00 - 4:30
SEC regionBoston Regional Office (BRO)
CIK1566493
Discloses disciplinary historyNo

Assets under management

Discretionary$646.3M
Non-discretionary$22.9M
Total (RAUM)$669.2M