SHERBORNE INVESTORS MANAGEMENT LP
Firm details
- Headquarters
- New York, New York
- CRD number
- 160178
- Registered since
- March 16, 2012
- Website
- www.sherborneinvestors.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Sherborne Investors Management LP is a limited partnership that operates as an institutional manager focused on pooled investment vehicles. The firm provides portfolio management for funds it sponsors and serves as a general partner/managing member of those vehicles. Its business model combines a traditional asset-based fee schedule with performance-based fees, reflecting a manager that runs concentrated strategies and can capture incentive compensation when performance warrants. Sherborne’s public disclosures show it is not an active ESG investor and it does not present itself as a multi-state adviser. The firm has been SEC-registered since 2012 and targets institutional clients through pooled structures rather than serving a broad retail base. Given its role as sponsor/GP and its use of performance fees, Sherborne appears to run strategies for external investors via closed vehicles or hedge-like structures rather than offering standalone advisory mandates to many retail clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1STEVEN PERL
Chief Financial OfficerCRD 4899652
Contacts
2 of 2STEPHEN WELKER
Partner, Director of ResearchCRD 4814870
EDWARD BRAMSON
Partner, Portfolio ManagerCRD 826903
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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