SELLERY PORTFOLIO MANAGEMENT, LLC
CRD #173077 SEC #801-80337 INDIANAPOLIS, IN 317-814-5020
SEC Registered
Total AUM
$2.5M
Discretionary
$2.5M
Employees
3
Clients
0
Accounts
27
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 19, 2016
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SELLERY, JOSEPH, GILROY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SELLERY, WILLIAM, SAMUEL | I | MANAGING DIRECTOR | NA | Control |
| SHEAFF BROCK CAPITAL MANAGEMENT, LLC | DE | MEMBER | E | Control |
| BROCK, RONALD, ROBERT | I | CFO | D | Control |
| BROCK, RONALD, ROBERT | I | CFO | D | Control |
| BROCK, RONALD, ROBERT | I | CFO | D | Control |
| BROCK, RONALD, ROBERT | I | CFO | D | Control |
| BROCK, RONALD, ROBERT | I | CFO | D | Control |
| BROCK, RONALD, ROBERT | I | CFO | D | Control |
| GILREATH, DAVID, SHEAFF | I | CCO | D | Control |
| GILREATH, DAVID, SHEAFF | I | CCO | D | Control |
| GILREATH, DAVID, SHEAFF | I | CCO | D | Control |
| GILREATH, DAVID, SHEAFF | I | CCO | D | Control |
| GILREATH, DAVID, SHEAFF | I | CCO | D | Control |
| GILREATH, DAVID, SHEAFF | I | CCO | D | Control |
| SELLERY HOLDING COMPANY,LLC | DE | MEMBER | D | Control |
| SELLERY HOLDING COMPANY,LLC | DE | MEMBER | D | Control |
| SELLERY HOLDING COMPANY,LLC | DE | MEMBER | D | Control |
| SELLERY HOLDING COMPANY,LLC | DE | MEMBER | D | Control |
| SELLERY HOLDING COMPANY,LLC | DE | MEMBER | D | Control |
| SELLERY HOLDING COMPANY,LLC | DE | MEMBER | D | Control |
| SHEAFF BROCK CAPITAL MANAGEMENT, LLC | DE | MEMBER | C | Control |
| SHEAFF BROCK CAPITAL MANAGEMENT, LLC | DE | MEMBER | C | Control |
| SHEAFF BROCK CAPITAL MANAGEMENT, LLC | DE | MEMBER | C | Control |
| SHEAFF BROCK CAPITAL MANAGEMENT, LLC | DE | MEMBER | C | Control |
| SHEAFF BROCK CAPITAL MANAGEMENT, LLC | DE | MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| SELLERY, WILLIAM, SAMUEL | I | SELLERY HOLDING COMPANY, LLC | E | Control |
| SELLERY, WILLIAM, SAMUEL | I | SELLERY HOLDING COMPANY, LLC | E | Control |
| SELLERY, WILLIAM, SAMUEL | I | SELLERY HOLDING COMPANY, LLC | E | Control |
| SELLERY, WILLIAM, SAMUEL | I | SELLERY HOLDING COMPANY, LLC | E | Control |
| SELLERY, WILLIAM, SAMUEL | I | SELLERY HOLDING COMPANY, LLC | E | Control |
| BROCK, RONALD, ROBERT | I | SHEAFF BROCK CAPITAL MANAGEMENT, LLC | D | Control |
| BROCK, RONALD, ROBERT | I | SHEAFF BROCK CAPITAL MANAGEMENT, LLC | D | Control |
| BROCK, RONALD, ROBERT | I | SHEAFF BROCK CAPITAL MANAGEMENT, LLC | D | Control |
| BROCK, RONALD, ROBERT | I | SHEAFF BROCK CAPITAL MANAGEMENT, LLC | D | Control |
| BROCK, RONALD, ROBERT | I | SHEAFF BROCK CAPITAL MANAGEMENT, LLC | D | Control |
| GILREATH, DAVID, SHEAFF | I | SHEAFF BROCK CAPITAL MANAGEMENT, LLC | D | Control |
| GILREATH, DAVID, SHEAFF | I | SHEAFF BROCK CAPITAL MANAGEMENT, LLC | D | Control |
| GILREATH, DAVID, SHEAFF | I | SHEAFF BROCK CAPITAL MANAGEMENT, LLC | D | Control |
| GILREATH, DAVID, SHEAFF | I | SHEAFF BROCK CAPITAL MANAGEMENT, LLC | D | Control |
| GILREATH, DAVID, SHEAFF | I | SHEAFF BROCK CAPITAL MANAGEMENT, LLC | D | Control |
| SELLERY, WILLIAM, SAMUEL | I | SELLERY HOLDING COMPANY, LLC | D | Control |
| SELLERY, JOSEPH, GILROY | I | SELLERY HOLDING COMPANY, LLC | C | Control |
Registrations
Federal
IA
Aug 19, 2016 REGISTERED
Notice Filings (1)
IN
Address
8801 RIVER CROSSING BLVD.SUITE 100
INDIANAPOLIS, IN 46240
United States
Phone: 317-814-5020