SourcingSourcing

SHERBORNE INVESTORS MANAGEMENT LP

C45
CRD 160178·SEC 801-73681·NEW YORK, NY
AUM
$522.1M
$500M-$1B
Est. Revenue
$5.2M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$12.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SHERBORNE INVESTORS MANAGEMENT LP
CRD
160178
SEC file #
801-73681
EIN
263119623
DBA names
—

Economics

AUM
$522.1M
AUM band
$500M-$1B
AUM trajectory
'20'26
$2.29B → $522.1M▼ -77%
Client mix
Pooled Investment Vehicles4

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
3 advisors → 2 advisors▼ -33%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
sherborneinvestors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BRAMSON, EDWARD, JOHN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
BRAMSON, EDWARD, JOHN
WELKER, STEPHEN, L
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
SHERBORNEINVESTORS.COM
Rdap Domain Creation Date
2006-05-25T01:54:21Z
Rdap Firm Age Years
20
Rdap Firm Age Band
20+y
Rdap Registrar
Register.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001476017
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2009-11-04
Edgar Last Filing Date
2009-12-04
Edgar Form D Count
2
Edgar Form D Offerings
2009-12-042009-12-04 · 0001476017-09-000002
2009-11-042009-11-04 · 0001476017-09-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
Bny Mellon8
E*trade4
Edgar Addresses
Mailing
C/O SHERBORNE INVESTORS MANAGEMENT LP135 EAST 57TH STREETNEW YORK, NY 10022
Business
C/O SHERBORNE INVESTORS MANAGEMENT LP135 EAST 57TH STREETNEW YORK, NY 10022
Edgar EIN
263119623
Edgar Recent Filings
D/A2009-12-04 · 0001476017-09-000002
D2009-11-04 · 0001476017-09-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2033-05-25T01:54:21Z
Rdap Domain Last Changed
2025-02-01T04:03:56Z
Rdap Nameservers
Chad.ns.cloudflare.comMonroe.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
826903
Trust Company Affiliate
No

People (3)

3
BRAMSON, EDWARD, JOHN
Direct Owner · 62.5%
826903
WELKER, STEPHEN, L
Direct Owner · 37.5%
4814870
PERL, STEVEN, JAY
Executive Officer · 2.5%
4899652