Sherow Management, LLC
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
FINTRXOverview
Sherow Management, LLC is an SEC-registered investment adviser organized as an LLC and operating with a hedge-fund style mandate. The firm manages concentrated discretionary portfolios and also advises a pooled investment vehicle. Its client mix includes high-net-worth individuals and families as well as institutional investors, and its billing combines a percentage-of-assets fee with performance-based compensation. Publicly filed detail shows a clear preference for equities exposure, executed primarily through exchange-traded instruments, and a willingness to operate both separately managed accounts and a private hedge fund vehicle. The firm’s structure and custodial choices point to an active trading approach. Classification as a hedge fund plus use of a brokerage platform that supports global equities and derivatives implies the capability to implement directional equity strategies, pair trades and other more active or tactical positions when appropriate. With only a couple of clients on the roster, strategies are likely customized and concentrated rather than scaled across a broad retail base.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities81%
- Cash & Cash Equivalents10%
- US Government Bonds9%
Contacts
1 of 1
Eric Smallowitz
Founder & General PartnerCRD 3259944
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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