C.l. Sheldon & Company, LLC
CRD 152582SEC# 801-136786
No longer SEC-registered. C.l. Sheldon & Company, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$110.7M
Employees
10
Accounts
138
Location
—
C.l. Sheldon & Company, LLC assets under management
C.l. Sheldon & Company, LLC operates as an SEC-registered investment adviser. It reports $110.7 million in regulatory assets under management and employs 10 people.
C.l. Sheldon & Company, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Curtis Lee Sheldon Control | Managing Member / President / Chief Compliance Officer | Over 75% | 2009 |
Frequently asked questions
How much does C.l. Sheldon & Company, LLC manage?
C.l. Sheldon & Company, LLC reports $110.7 million in regulatory assets under management on its Form ADV.
How many employees does C.l. Sheldon & Company, LLC have?
C.l. Sheldon & Company, LLC reports 10 employees.
Does C.l. Sheldon & Company, LLC disclose fund performance?
C.l. Sheldon & Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | 9:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$110.7Mregulatory AUM
Discretionary $0Non-discretionary $110.7M