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Sherman Portfolios, LLC

● SEC registered since 2022CRD 322728SEC# 801-126397Coeur D'Alene, ID
Export (members)
Reg. AUM
$581.6M
Employees
14
Accounts
10,387
Location
Coeur D'Alene, ID

Sherman Portfolios, LLC assets under management

Sherman Portfolios, LLC is an SEC-registered investment adviser based in Coeur D'Alene, ID. The firm has been registered since 2022. It reports $581.6 million in regulatory assets under management and employs 14 people.
www.shermanportfolios.comView on SEC.gov ↗

Sherman Portfolios, LLC owners & executives

6 reported
NameTitleOwnershipSince
Adam Allen Weisner ControlCeoUnder 5%2023
Gery Joseph Sadzewicz ControlChief Compliance OfficerUnder 5%2022
Pinkerton Family Heritage Limited Partnership ControlMember25-50%2022
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Frequently asked questions

How much does Sherman Portfolios, LLC manage?

Sherman Portfolios, LLC reports $581.6 million in regulatory assets under management on its Form ADV.

How many employees does Sherman Portfolios, LLC have?

Sherman Portfolios, LLC reports 14 employees.

Where is Sherman Portfolios, LLC located?

Sherman Portfolios, LLC is based in Coeur D'Alene, ID and has been SEC-registered since 2022.

Does Sherman Portfolios, LLC disclose fund performance?

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

Contact & registration

Address2000 John Loop, Coeur D'Alene, ID 83814
Phone800-634-2008
Office hours8a.m. - 5p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$581.6M
Non-discretionary$0
Total (RAUM)$581.6M