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Sherman Asset Management, Inc.

● SEC registered since 2024CRD 170861SEC# 801-129640Ventura, CA
Export (members)
Reg. AUM
$131M
Employees
1
Accounts
121
Location
Ventura, CA

Sherman Asset Management, Inc. assets under management

Sherman Asset Management, Inc. is an investment advisory firm registered with the SEC based in Ventura, CA. The firm has been registered since 2024. It reports $131 million in regulatory assets under management and employs 1 people.
www.instagram.com/sherman_asset_mgmtView on SEC.gov ↗

Sherman Asset Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Roy Douglas Sherman ControlCeo And CcoOver 75%2014

Frequently asked questions

How much does Sherman Asset Management, Inc. manage?

Sherman Asset Management, Inc. reports $131 million in regulatory assets under management on its Form ADV.

How many employees does Sherman Asset Management, Inc. have?

Sherman Asset Management, Inc. reports 1 employees.

Where is Sherman Asset Management, Inc. located?

Sherman Asset Management, Inc. is based in Ventura, CA and has been SEC-registered since 2024.

Does Sherman Asset Management, Inc. disclose fund performance?

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

Contact & registration

Address1500 Palma Dr., Suite 133, Ventura, CA 93003
Phone805-530-5963
Office hoursBy Appointment Only
SEC regionLos Angeles Regional Office (LARO)
CIK1736535
Discloses disciplinary historyNo

Assets under management

Discretionary$131M
Non-discretionary$0
Total (RAUM)$131M