Carl P. Sherr & Co., LLC
● SEC registered since 2006CRD 3394SEC# 801-66673Worcester, MA
Reg. AUM
$505.4M
Employees
5
Accounts
831
Location
Worcester, MA
Carl P. Sherr & Co., LLC assets under management
Carl P. Sherr & Co., LLC operates as an SEC-registered investment adviser based in Worcester, MA. The firm has been registered since 2006. It reports $505.4 million in regulatory assets under management and employs 5 people.
Carl P. Sherr & Co., LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Edward Laurence Sherr Control | Member/President/Chief Compliance Officer | 50-75% | 2001 |
| Gary Hyman Sherr Control | Member/Chief Executive Officer | 50-75% | 2001 |
Frequently asked questions
How much does Carl P. Sherr & Co., LLC manage?
Carl P. Sherr & Co., LLC reports $505.4 million in regulatory assets under management on its Form ADV.
How many employees does Carl P. Sherr & Co., LLC have?
Carl P. Sherr & Co., LLC reports 5 employees.
Where is Carl P. Sherr & Co., LLC located?
Carl P. Sherr & Co., LLC is based in Worcester, MA and has been SEC-registered since 2006.
Does Carl P. Sherr & Co., LLC disclose fund performance?
Carl P. Sherr & Co., LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 446 Main Street, Worcester, MA 01608 |
| Phone | 508-791-7126 |
| Office hours | 8:00 a.m. - 4:30 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$505.4M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$505.4Mregulatory AUM
Discretionary $488.9MNon-discretionary $16.5M