Sherbrooke Park Advisers LLC
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Learn more about Sherbrooke Park Advisers LLC
Overview
Sherbrooke Park Advisers LLC operates as a financial advisor company based in White Plains, New York. Sherbrooke Park Advisers LLC has $299.2 million in assets over one account, making it a mid-tier investment advisory firm in the country by assets under management (AUM). It has a small group, including 4 financial advisors. Sherbrooke Park Advisers LLC does not act as a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments like stocks, bonds and options.
Sherbrooke Park Advisers LLC oversees all of the firm's client assets in a discretionary manner. Discretionary management is a structure in which a portfolio manager makes transaction judgments for the client's account without requiring client approval. Sherbrooke Park Advisers LLC's average account size is $299.2 million. An average financial advisor at Sherbrooke Park Advisers LLC administers fewer than one client account, placing it among the most individualized financial advisor firms in the country.
Sherbrooke Park Advisers LLC's headquarters is located at 50 Main Street, White Plains, New York 10606.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Sherbrooke Park Advisers LLC by the Numbers
$299.2 million
4
1
$299.2 million
Fee Structure
Financial advisory fees largely vary depending on which services are provided. Fee types charged by the company likely include any blend of the following fee types: asset-based or performance-based. The firm does not participate in a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to pooled investment vehicles. Sherbrooke Park Advisers LLC's biggest client by number of accounts is pooled investment vehicles. About 100% of its clients are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Sherbrooke Park Advisers LLC does not have any disclosures.
Please visit its Form ADV for more details.
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