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Brackmann, Bosser, Sherrill & Co. Management, L.P. (New York)


Brackmann, Bosser, Sherrill & Co. Management, L.P. is a large advisory firm based in New York. It manages $413 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.

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Brackmann, Bosser, Sherrill & Co. Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Brackmann, Bosser, Sherrill & Co. Management: assets under management

The assets under management (AUM) of Brackmann, Bosser, Sherrill & Co. Management, L.P. is $413 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $413 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $137.67 million each.
Brackmann, Bosser, Sherrill & Co. Management has custody of $266 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Brackmann, Bosser, Sherrill & Co. Management, L.P. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Stephen C Sherrill Managing partner 1 Dec 2007 25% - 50% 6028853

Based in New York

The principal office where Brackmann, Bosser, Sherrill & Co. Management, L.P. performs its advisory services is located at 126 East 56 Th St., New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-521-3700 or by fax 212-521-3799. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.brs.com.


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