BRUCKMANN, ROSSER, SHERRILL & CO., MANAGEMENT, L.P.

RIASEC RegisteredEst. 2012
Total AUM
$119M
Discretionary
$119M
100% of AUM
Avg account
$29.7M
Accounts
4
Employees
7
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
156881
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Bruckmann, Rosser, Sherrill & Co, Management, L.P. operates as a private equity fund manager and sponsor that runs pooled investment vehicles for institutional clients. The firm is organized as a limited partnership and concentrates on managing private funds rather than providing retail advisory services. Its business model combines portfolio management for pooled vehicles with sponsor/GP responsibilities, and it also allocates to third‑party alternative managers when appropriate. The firm charges a mix of percentage-of-AUM and performance-based fees, aligning compensation with fund performance. It describes itself as an active ESG investor, indicating that environmental, social and governance factors are integrated into its investment process or screening. Its client base is institutional, and its regulatory footprint is focused (not a multi-state adviser).

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • AFUA WILSON

    Chief Compliance Officer and Vice PresidentCRD 7048776

Contacts

1 of 1
  • STEPHEN SHERRILL

    Managing Director and Co-founderCRD 6028853

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
126 E 56th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth