Sherborne Investors Management LP
Firm details
- Headquarters
- New York, New York
- CRD number
- 160178
- Registered since
- March 16, 2012
- Website
- www.sherborneinvestors.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Sherborne Investors Management LP is a limited partnership registered with the SEC in 2012 that operates as an institutional registered investment adviser. Its client base is institutional and its advisory activity focuses on portfolio management for pooled investment vehicles. The firm serves as sponsor, general partner and managing member of pooled vehicles rather than acting primarily as a third‑party capital allocator. Fee arrangements combine a percentage‑of‑assets model with performance‑based fees, a structure consistent with the firm’s use of private funds and alternative strategies. Sherborne does not identify itself as an active ESG investor and is not described as a multi‑state adviser, pension consultant, or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Steven Perl
Chief Financial OfficerCRD 4899652
Contacts
2 of 2Stephen Welker
Partner, Director of ResearchCRD 4814870
Edward Bramson
Partner, Portfolio ManagerCRD 826903
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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