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 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

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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

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth