SHERMAN ASSET MANAGEMENT, INC.

Overview

Sherman Asset Management, Inc. is an independent registered investment adviser that began SEC registration in 2024 and is owned by an individual. The firm serves both individual and family clients as well as institutional accounts, providing financial planning and portfolio management for individuals, small businesses and pooled investment vehicles. Fee arrangements include percentage-of-AUM, fixed fees and performance-based fees. Sherman is not an active ESG investor, is not a multi-state adviser, and does not identify as a capital allocator or pension consultant. The firm also acts as sponsor, general partner and managing member of pooled vehicles, and it advises at least one private hedge fund. Sherman’s adviser role spans discretionary portfolio management and pooled-vehicle oversight rather than acting solely as a third-party allocator.

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Location & Offices