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 manages institutional capital through pooled investment vehicles. The firm serves an institutional client base and operates as sponsor/GP and managing member of pooled vehicles, focusing its advisory activity on portfolio management for those funds. Its compensation mixes asset-based fees with performance-based fees. Sherborne does not identify as an ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

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

FINTRX

Awards

FINTRX

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