CARL P. SHERR & CO., LLC
SEC Form ADV profile.
Total regulatory AUM
$505,418,629
Discretionary
$488,931,487
Non-discretionary
$16,487,142
Firm details
- CRD number
- 3394
- SEC file number
- 801-66673
- Main office
- WORCESTER, MA, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.