Sherman Portfolios

Overview

Sherman Portfolios is an institutional registered investment adviser organized as a limited liability company. The firm is SEC registered (registration year 2022) and identifies its client base primarily as individuals and families. Its business model includes charging fees based on a percentage of assets under management (with other fee elements noted) and acting as a capital allocator that selects and places client assets with third‑party managers. Advisory activities listed for Sherman Portfolios include the selection of other advisers, publication of periodicals or newsletters, and market‑timing services. The firm does not identify as an active ESG investor and is not positioned as a multi‑state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives