Sherow Management, LLC

RIASEC RegisteredEst. 2017
Total AUM
$62.1M
Discretionary
$62.1M
100% of AUM
Avg account
$31.1M
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
169199
Registered since
October 3, 2017
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles52.76%
  • HNWI47.24%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Sherow Management, LLC is a SEC-registered limited liability company that operates as a hedge fund manager and advisor. The firm has been registered since 2017 and is owned by an individual proprietor. It provides portfolio management services to both individual and family clients as well as institutional investors, and it manages pooled investment vehicles in addition to separately managed accounts. Sherow charges a combination of asset-based fees and performance-based fees. The adviser does not position itself as an ESG investor, is not multi-state, and does not offer pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

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

Asset composition

Asset composition: Exchange Traded Equities 81%, Cash & Cash Equivalents 10%, US Government Bonds 9%81%
  • Exchange Traded Equities81%
  • Cash & Cash Equivalents10%
  • US Government Bonds9%

Contacts

1 of 1
  • Eric Smallowitz

    Eric Smallowitz

    Founder & General PartnerCRD 3259944

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

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth