Sherborne Investors Management LP

RIASEC RegisteredEst. 2012
Total AUM
$522M
Discretionary
$522M
100% of AUM
Avg account
$131M
Accounts
4
Employees
4
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
160178
Registered since
March 16, 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

Sherborne Investors Management LP is a limited partnership registered with the SEC in 2012 that operates as an institutional registered investment adviser. Its client base is institutional and its advisory activity focuses on portfolio management for pooled investment vehicles. The firm serves as sponsor, general partner and managing member of pooled vehicles rather than acting primarily as a third‑party capital allocator. Fee arrangements combine a percentage‑of‑assets model with performance‑based fees, a structure consistent with the firm’s use of private funds and alternative strategies. Sherborne does not identify itself as an active ESG investor and is not described as a multi‑state adviser, pension consultant, or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Steven Perl

    Steven Perl

    Chief Financial OfficerCRD 4899652

Contacts

2 of 2
  • Stephen Welker

    Partner, Director of ResearchCRD 4814870

  • Edward Bramson

    Partner, Portfolio ManagerCRD 826903

Wealth teams

FINTRX

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
712 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth