SHERMAN PORTFOLIOS

Overview

Sherman Portfolios is a limited liability company that operates as a capital allocator for individual and family clients. SEC registration dates to 2022. The firm charges fees tied to assets under management and also lists other fee arrangements. Its advisory services include selecting third‑party advisers, producing periodicals or newsletters, and providing market timing services. Sherman Portfolios does not identify as an active ESG investor and does not present itself as a multi‑state adviser or pension consultant. The firm's investment posture emphasizes pooled public funds and exchange‑traded funds while also allocating to external alternative managers. Its client focus on individuals and families, together with its role as a selector of other managers, suggests a model that combines internally chosen public exposures with outsourced specialist strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices