Carl P. Sherr & Co., LLC
Carl P. Sherr & Co., LLC is an SEC-registered wealth manager in Worcester, MA with $505.4M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Carl P. Sherr & Co., LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 3394, SEC 801-66673, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $505.4M (2026-03-11)
- Firm type
- Wealth Manager
- Location
- Worcester, MA
- Employees
- 5
- Clients
- 292
- CRD
- 3394
- Ownership
- SHERR, CARL PAUL; SHERR, GARY HYMAN; SHERR, EDWARD LAURENCE; SHERR, CARL, PAUL; SHERR, EDWARD, LAURENCE
How much AUM does Carl P. Sherr & Co., LLC have?
Carl P. Sherr & Co., LLC reported $505.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Carl P. Sherr & Co., LLC?
Disclosed owners and executives of Carl P. Sherr & Co., LLC include SHERR, CARL PAUL, SHERR, GARY HYMAN, SHERR, EDWARD LAURENCE, SHERR, CARL, PAUL, SHERR, EDWARD, LAURENCE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.