RIA Intel›Advisers›New York›SHEROW MANAGEMENT, LLC

SHEROW MANAGEMENT, LLC

Advisory

NY

Data as of Mar 24, 2026 · Source: SEC Form ADV

Rank in NY
#4,247
of 5,722 advisers by AUM
Average account
$31M
across 2 accounts
AUM per adviser
$62M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM
$62M
Discretionary %
100%
Clients
2
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$62M
Discretionary AUM$62M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients2
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NY

Closest by assets under management. All figures from Form ADV.

BIRCH WEALTH, INC.
ROME, NY
$62M
0.0% 1Y
GOLDSMITH & HARRIS INCORPORATED
NEW YORK, NY
$62M
+6.6% 1Y
PETER ALLAN FARRELL
ALBANY, NY
$62M
+13.2% 1Y
PRINCE FINANCIAL ADVISORY LLC
NEW YORK, NY
$62M
+6.3% 1Y
SHELTERWOOD FINANCIAL SERVICES L.L.C.
NEW YORK, NY
$62M
-29.4% 1Y
HARTZELL DAVID CORNELL JR
CLARENCE CENTER, NY
$62M

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