SHERMAN ASSET MANAGEMENT, INC.
CRD #170861 SEC #801-129640 VENTURA, CA 805-655-5062
SEC Registered Private Funds
Total AUM
$140.6M
Discretionary
$140.6M
Employees
1
Clients
11
Accounts
130
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $140.6M | $140.6M | $0 | 1 | 10 |
| Feb 2025 | $131M | $131M | $0 | 1 | 10 |
| Jul 2024 | $121.8M | $121.8M | $0 | 1 | 12 |
| Apr 2024 | $121.8M | $121.8M | $0 | 1 | 12 |
| Feb 2024 | $121.8M | $121.8M | $0 | 1 | 12 |
| Feb 2024 | $121.8M | $121.8M | $0 | 1 | 12 |
| Feb 2024 | $121.8M | $121.8M | $0 | 1 | 12 |
DateNov 2025
Total AUM$140.6M
Discretionary$140.6M
Non-Disc.$0
Employees1
Clients10
DateFeb 2025
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees1
Clients10
DateJul 2024
Total AUM$121.8M
Discretionary$121.8M
Non-Disc.$0
Employees1
Clients12
DateApr 2024
Total AUM$121.8M
Discretionary$121.8M
Non-Disc.$0
Employees1
Clients12
DateFeb 2024
Total AUM$121.8M
Discretionary$121.8M
Non-Disc.$0
Employees1
Clients12
DateFeb 2024
Total AUM$121.8M
Discretionary$121.8M
Non-Disc.$0
Employees1
Clients12
DateFeb 2024
Total AUM$121.8M
Discretionary$121.8M
Non-Disc.$0
Employees1
Clients12