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

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Overview

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

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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
  • 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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth