PPrivate Fund Data Log in Join · $37/mo

Sherclar, Inc

● SEC registered since 2018CRD 166812SEC# 801-112778Charlotte, NC
Export (members)
Reg. AUM
$170.7M
Employees
4
Accounts
512
Location
Charlotte, NC

Sherclar, Inc assets under management

Sherclar, Inc is an SEC-registered investment adviser based in Charlotte, NC. The firm has been registered since 2018. It reports $170.7 million in regulatory assets under management and employs 4 people.

Sherclar, Inc owners & executives

2 reported
NameTitleOwnershipSince
Cheryl J Sherrard ControlSecretary25-50%2013
William Eric Clark ControlPresident And Chief Compliance OfficerOver 75%2013

Frequently asked questions

How much does Sherclar, Inc manage?

Sherclar, Inc reports $170.7 million in regulatory assets under management on its Form ADV.

How many employees does Sherclar, Inc have?

Sherclar, Inc reports 4 employees.

Where is Sherclar, Inc located?

Sherclar, Inc is based in Charlotte, NC and has been SEC-registered since 2018.

Does Sherclar, Inc disclose fund performance?

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

Contact & registration

Address6836 Carnegie Blvd., Suite 200, Charlotte, NC 28211
Phone704-837-4317
Fax980-322-0465
Office hours8:30 - 5:00
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$170.7M
Non-discretionary$0
Total (RAUM)$170.7M