SourcingSourcing

BRUCKMANN, ROSSER, SHERRILL & CO., MANAGEMENT, L.P.

B51
CRD 156881·SEC 801-73994·NEW YORK, NY
AUM
$118.7M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$356K
@ 30% margin
Est. Deal Value
$2.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BRUCKMANN, ROSSER, SHERRILL & CO., MANAGEMENT, L.P.
CRD
156881
SEC file #
801-73994
EIN
—
DBA names
—

Economics

AUM
$118.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$696.1M → $118.7M▼ -83%
Client mix
Pooled Investment Vehicles4

Operations

Employees (total)
7
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
10 advisors → 6 advisors▼ -40%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
brs.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SHERRILL, STEPHEN, C
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
SHERRILL, STEPHEN, C
BRUCKMANN, ROSSER, SHERRILL &
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BRS.COM
Rdap Domain Creation Date
1998-04-22T04:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan8
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-04-21T04:00:00Z
Rdap Domain Last Changed
2025-04-23T14:29:11Z
Rdap Nameservers
Neil.ns.cloudflare.comZoe.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
6028853
Trust Company Affiliate
No

People (2)

2
SHERRILL, STEPHEN, C
Direct Owner · 87.5%
6028853
WILSON, AFUA
Executive Officer · 2.5%
7048776