Newman Dignan & Sheerar, Inc
● SEC registered since 1992CRD 107565SEC# 801-41412Providence, RI
Reg. AUM
$731.3M
Employees
9
Accounts
1,182
Location
Providence, RI
Newman Dignan & Sheerar, Inc assets under management
Newman Dignan & Sheerar, Inc is an investment advisory firm registered with the SEC based in Providence, RI. The firm has been registered since 1992. It reports $731.3 million in regulatory assets under management and employs 9 people.
Newman Dignan & Sheerar, Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Paul Sheerar Control | Vice President And Principal | 25-50% | 1997 |
| Richard Edward Cavanagh Control | Chief Compliance Officer | Under 5% | 2023 |
| William Newman Control | President And Principal | 50-75% | 1992 |
Frequently asked questions
How much does Newman Dignan & Sheerar, Inc manage?
Newman Dignan & Sheerar, Inc reports $731.3 million in regulatory assets under management on its Form ADV.
How many employees does Newman Dignan & Sheerar, Inc have?
Newman Dignan & Sheerar, Inc reports 9 employees.
Where is Newman Dignan & Sheerar, Inc located?
Newman Dignan & Sheerar, Inc is based in Providence, RI and has been SEC-registered since 1992.
Does Newman Dignan & Sheerar, Inc disclose fund performance?
Newman Dignan & Sheerar, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 260 West Exchange Street, Suite 302, Providence, RI 02903 |
| Phone | 401-351-4010 |
| Fax | 401-351-4011 |
| Office hours | 8:00 - 4:30 |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1566493 |
| Discloses disciplinary history | No |
Regulatory AUM
$731.3M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$731.3Mregulatory AUM
Discretionary $720.4MNon-discretionary $10.9M